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 | $92,126 | $160,040-42.4% | $147,096-37.4% | $145,877-36.8% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 14.05% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,085 | $5,289-60.6% | $4,936-57.8% | $4,663-55.3% |
| Participant deferral / active EE | $5,410 | $8,429-35.8% | $8,071-33.0% | $6,691-19.1% |
| Admin fee / account holder | $878 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |