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 | $80,763 | $183,592-56.0% | $155,574-48.1% | $145,877-44.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.58% | 61.37%-37.8pp | 64.87%-41.3pp | 551.28%-527.7pp |
| Employer contribution / active EE | $3,510 | $5,317-34.0% | $4,676-24.9% | $4,663-24.7% |
| Participant deferral / active EE | $12,091 | $6,466+87.0% | $5,629+114.8% | $6,691+80.7% |
| Admin fee / account holder | $7,307 | $19,316-62.2% | $15,914-54.1% | $13,402-45.5% |