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 | $183,516-58.9% | $155,534-51.5% | $145,884-48.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.35% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,873 | $5,315-45.9% | $4,675-38.5% | $4,662-38.4% |
| Participant deferral / active EE | $3,752 | $6,467-42.0% | $5,630-33.4% | $6,690-43.9% |
| Admin fee / account holder | $670 | $19,293-96.5% | $15,900-95.8% | $13,392-95.0% |