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 | $81,577 | $112,099-27.2% | $95,954-15.0% | $158,931-48.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 8.35% | 171.12%-162.8pp | 91.62%-83.3pp | 302.86%-294.5pp |
| Employer contribution / active EE | $1,620 | $3,198-49.4% | $2,541-36.3% | $4,761-66.0% |
| Participant deferral / active EE | $7,138 | $4,784+49.2% | $4,167+71.3% | $5,982+19.3% |
| Admin fee / account holder | $3,719 | $10,132-63.3% | $6,796-45.3% | $11,247-66.9% |