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 | $63,906 | $157,304-59.4% | $141,197-54.7% | $152,909-58.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.81% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $2,091 | $5,263-60.3% | $4,736-55.8% | $4,764-56.1% |
| Participant deferral / active EE | $5,203 | $7,111-26.8% | $6,710-22.5% | $5,851-11.1% |
| Admin fee / account holder | $898 | $12,126-92.6% | $10,265-91.3% | $11,601-92.3% |