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 | $99,396 | $148,623-33.1% | $135,974-26.9% | $139,466-28.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 16.96% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,378 | $5,246-73.7% | $4,859-71.6% | $4,754-71.0% |
| Participant deferral / active EE | $3,510 | $8,103-56.7% | $7,760-54.8% | $6,712-47.7% |
| Admin fee / account holder | $2,242 | $12,406-81.9% | $10,767-79.2% | $11,409-80.3% |