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 | $85,040 | $176,105-51.7% | $159,474-46.7% | $167,536-49.2% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.85% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,867 | $5,299-64.8% | $4,831-61.4% | $4,839-61.4% |
| Participant deferral / active EE | $6,804 | $7,751-12.2% | $7,353-7.5% | $6,342+7.3% |
| Admin fee / account holder | $581 | $12,559-95.4% | $10,802-94.6% | $12,315-95.3% |