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 | $75,886 | $112,131-32.3% | $95,964-20.9% | $158,982-52.3% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 11.06% | 171.19%-160.1pp | 91.64%-80.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,531 | $3,199-20.9% | $2,541-0.4% | $4,763-46.9% |
| Participant deferral / active EE | $4,933 | $4,784+3.1% | $4,167+18.4% | $5,983-17.6% |
| Admin fee / account holder | $1,558 | $10,136-84.6% | $6,797-77.1% | $11,252-86.2% |