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 | $73,613 | $157,304-53.2% | $141,197-47.9% | $152,909-51.9% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 19.74% | 64.34%-44.6pp | 71.41%-51.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $6,381 | $5,263+21.3% | $4,736+34.7% | $4,764+33.9% |
| Participant deferral / active EE | $2,865 | $7,111-59.7% | $6,710-57.3% | $5,851-51.0% |
| Admin fee / account holder | $7,504 | $12,126-38.1% | $10,265-26.9% | $11,601-35.3% |