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 | $91,225 | $148,623-38.6% | $135,974-32.9% | $139,466-34.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.25% | 79.30%-67.0pp | 68.30%-56.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,808 | $5,246-65.5% | $4,859-62.8% | $4,754-62.0% |
| Participant deferral / active EE | $3,161 | $8,103-61.0% | $7,760-59.3% | $6,712-52.9% |
| Admin fee / account holder | $693 | $12,406-94.4% | $10,767-93.6% | $11,409-93.9% |