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 | $81,185 | $176,077-53.9% | $159,455-49.1% | $167,518-51.5% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 10.09% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,488 | $5,298-71.9% | $4,830-69.2% | $4,838-69.3% |
| Participant deferral / active EE | $2,598 | $7,751-66.5% | $7,353-64.7% | $6,342-59.0% |
| Admin fee / account holder | $4,168 | $12,556-66.8% | $10,800-61.4% | $12,312-66.1% |