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 | $114,728 | $183,516-37.5% | $155,534-26.2% | $145,884-21.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8.89% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,485 | $5,315-53.2% | $4,675-46.8% | $4,662-46.7% |
| Participant deferral / active EE | $5,497 | $6,467-15.0% | $5,630-2.4% | $6,690-17.8% |
| Admin fee / account holder | $599 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |