Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,315 | $148,629-44.6% | $135,982-39.5% | $139,487-41.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.47% | 79.33%-63.9pp | 68.32%-52.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,666 | $5,247-49.2% | $4,859-45.1% | $4,755-43.9% |
| Participant deferral / active EE | $17,865 | $8,102+120.5% | $7,760+130.2% | $6,713+166.1% |
| Admin fee / account holder | $4,882 | $12,406-60.7% | $10,767-54.7% | $11,407-57.2% |