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 | $80,335 | $175,257-54.2% | $149,717-46.3% | $139,456-42.4% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 25.19% | 166.70%-141.5pp | 134.41%-109.2pp | 373.45%-348.3pp |
| Employer contribution / active EE | $1,575 | $5,477-71.2% | $4,820-67.3% | $4,753-66.9% |
| Participant deferral / active EE | $6,566 | $6,521+0.7% | $5,682+15.6% | $6,711-2.2% |
| Admin fee / account holder | $702 | $16,156-95.7% | $13,213-94.7% | $11,407-93.8% |