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 | $77,789 | $132,634-41.4% | $115,768-32.8% | $137,256-43.3% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 19.10% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,088 | $3,360-8.1% | $2,940+5.0% | $4,156-25.7% |
| Participant deferral / active EE | $18,468 | $5,619+228.7% | $4,917+275.6% | $6,407+188.3% |
| Admin fee / account holder | $7,645 | $15,028-49.1% | $12,439-38.5% | $12,270-37.7% |