Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,479 | $115,810-24.5% | $101,271-13.6% | $158,966-45.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 15.63% | 56.15%-40.5pp | 46.48%-30.8pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,404 | $4,175-42.4% | $3,660-34.3% | $4,762-49.5% |
| Participant deferral / active EE | $4,160 | $4,958-16.1% | $4,371-4.8% | $5,983-30.5% |
| Admin fee / account holder | $4,855 | $7,248-33.0% | $5,948-18.4% | $11,250-56.8% |