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 | $72,358 | $110,093-34.3% | $97,295-25.6% | $145,897-50.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 20.37% | 244.76%-224.4pp | 75.62%-55.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $1,771 | $3,077-42.4% | $2,723-34.9% | $4,663-62.0% |
| Participant deferral / active EE | $6,412 | $4,678+37.1% | $4,264+50.4% | $6,689-4.1% |
| Admin fee / account holder | $1,494 | $6,212-75.9% | $5,646-73.5% | $13,390-88.8% |