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 | $56,290 | $208,088-72.9% | $186,193-69.8% | $154,746-63.6% |
| Participation rate | 94.7% | 80.0%+14.7pp | 77.1%+17.6pp | 80.7%+14.0pp |
| Annual return | 12.79% | 89.97%-77.2pp | 78.03%-65.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,890 | $4,340-33.4% | $3,918-26.2% | $4,379-34.0% |
| Participant deferral / active EE | $6,830 | $7,078-3.5% | $6,513+4.9% | $6,730+1.5% |
| Admin fee / account holder | $4,261 | $11,698-63.6% | $11,058-61.5% | $14,365-70.3% |