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 | $70,694 | $129,737-45.5% | $119,126-40.7% | $154,746-54.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 17.36% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,739 | $4,375-60.3% | $4,034-56.9% | $4,379-60.3% |
| Participant deferral / active EE | $3,279 | $5,842-43.9% | $5,318-38.3% | $6,730-51.3% |
| Admin fee / account holder | $939 | $11,961-92.1% | $10,693-91.2% | $14,365-93.5% |