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 | $75,401 | $176,402-57.3% | $134,162-43.8% | $158,982-52.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 37.39% | 63.66%-26.3pp | 36.35%+1.0pp | 302.99%-265.6pp |
| Employer contribution / active EE | $3,675 | $5,042-27.1% | $3,705-0.8% | $4,763-22.8% |
| Participant deferral / active EE | $10,105 | $4,093+146.9% | $3,500+188.8% | $5,983+68.9% |
| Admin fee / account holder | $24,063 | $8,719+176.0% | $6,685+259.9% | $11,252+113.9% |