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 | $90,047 | $165,381-45.6% | $149,730-39.9% | $158,966-43.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 13.47% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,719 | $5,104-66.3% | $4,645-63.0% | $4,762-63.9% |
| Participant deferral / active EE | $10,582 | $7,182+47.3% | $6,843+54.6% | $5,983+76.9% |
| Admin fee / account holder | $2,052 | $10,809-81.0% | $9,310-78.0% | $11,250-81.8% |