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 | $61,650 | $109,967-43.9% | $97,197-36.6% | $145,877-57.7% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 14.39% | 244.27%-229.9pp | 75.47%-61.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,319 | $3,077-57.1% | $2,723-51.5% | $4,663-71.7% |
| Participant deferral / active EE | $2,372 | $4,676-49.3% | $4,263-44.4% | $6,691-64.5% |
| Admin fee / account holder | $2,075 | $6,199-66.5% | $5,637-63.2% | $13,402-84.5% |