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 | $75,365 | $183,592-58.9% | $155,574-51.6% | $145,877-48.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.35% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,873 | $5,317-46.0% | $4,676-38.6% | $4,663-38.4% |
| Participant deferral / active EE | $3,752 | $6,466-42.0% | $5,629-33.3% | $6,691-43.9% |
| Admin fee / account holder | $670 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |