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 | $72,325 | $183,516-60.6% | $155,534-53.5% | $145,884-50.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.85% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,237 | $5,315-76.7% | $4,675-73.5% | $4,662-73.5% |
| Participant deferral / active EE | $3,244 | $6,467-49.8% | $5,630-42.4% | $6,690-51.5% |
| Admin fee / account holder | $2,331 | $19,293-87.9% | $15,900-85.3% | $13,392-82.6% |