Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,792 | $154,193-48.3% | $130,045-38.6% | $139,466-42.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 16.83% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $4,412 | $5,292-16.6% | $4,321+2.1% | $4,754-7.2% |
| Participant deferral / active EE | $10,305 | $6,709+53.6% | $5,820+77.1% | $6,712+53.5% |
| Admin fee / account holder | $3,683 | $13,989-73.7% | $10,600-65.3% | $11,409-67.7% |