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 | $69,065 | $157,276-56.1% | $141,177-51.1% | $152,885-54.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.94% | 64.33%-40.4pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $3,040 | $5,262-42.2% | $4,736-35.8% | $4,763-36.2% |
| Participant deferral / active EE | $7,912 | $7,110+11.3% | $6,710+17.9% | $5,851+35.2% |
| Admin fee / account holder | $6,003 | $12,123-50.5% | $10,263-41.5% | $11,598-48.2% |