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 | $61,025 | $105,856-42.4% | $90,161-32.3% | $147,586-58.7% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 13.93% | 37.63%-23.7pp | 34.89%-21.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,966 | $4,126-28.1% | $3,318-10.6% | $4,876-39.2% |
| Participant deferral / active EE | $7,964 | $5,733+38.9% | $5,287+50.6% | $5,439+46.4% |
| Admin fee / account holder | $5,078 | $8,046-36.9% | $5,943-14.6% | $10,886-53.4% |