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 | $83,206 | $171,492-51.5% | $150,734-44.8% | $198,609-58.1% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 15.54% | 804.70%-789.2pp | 600.81%-585.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $3,857 | $5,470-29.5% | $4,918-21.6% | $5,055-23.7% |
| Participant deferral / active EE | $4,896 | $6,259-21.8% | $5,610-12.7% | $6,977-29.8% |
| Admin fee / account holder | $5,263 | $17,628-70.1% | $14,905-64.7% | $19,030-72.3% |