Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,377 | $148,629-47.9% | $135,982-43.1% | $139,487-44.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.82% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,504 | $5,247-33.2% | $4,859-27.9% | $4,755-26.3% |
| Participant deferral / active EE | $7,106 | $8,102-12.3% | $7,760-8.4% | $6,713+5.9% |
| Admin fee / account holder | $2,406 | $12,406-80.6% | $10,767-77.7% | $11,407-78.9% |