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 | $73,221 | $185,312-60.5% | $161,489-54.7% | $154,746-52.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.82% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,345 | $4,769-71.8% | $4,268-68.5% | $4,379-69.3% |
| Participant deferral / active EE | $2,557 | $6,350-59.7% | $5,630-54.6% | $6,730-62.0% |
| Admin fee / account holder | $1,997 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |