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 | $87,250 | $157,276-44.5% | $141,177-38.2% | $152,885-42.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 22.16% | 64.33%-42.2pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,576 | $5,262-70.0% | $4,736-66.7% | $4,763-66.9% |
| Participant deferral / active EE | $6,065 | $7,110-14.7% | $6,710-9.6% | $5,851+3.7% |
| Admin fee / account holder | $1,900 | $12,123-84.3% | $10,263-81.5% | $11,598-83.6% |