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 | $73,953 | $148,629-50.2% | $135,982-45.6% | $139,487-47.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.44% | 79.33%-57.9pp | 68.32%-46.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $3,005 | $5,247-42.7% | $4,859-38.2% | $4,755-36.8% |
| Participant deferral / active EE | $7,458 | $8,102-7.9% | $7,760-3.9% | $6,713+11.1% |
| Admin fee / account holder | $14,619 | $12,406+17.8% | $10,767+35.8% | $11,407+28.2% |