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 | $74,964 | $112,121-33.1% | $95,960-21.9% | $158,966-52.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 24.94% | 171.16%-146.2pp | 91.63%-66.7pp | 302.95%-278.0pp |
| Employer contribution / active EE | $1,653 | $3,199-48.3% | $2,541-35.0% | $4,762-65.3% |
| Participant deferral / active EE | $3,432 | $4,784-28.3% | $4,167-17.6% | $5,983-42.6% |
| Admin fee / account holder | $1,281 | $10,135-87.4% | $6,797-81.2% | $11,250-88.6% |