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 | $84,582 | $118,877-28.8% | $96,570-12.4% | $167,536-49.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 12.30% | 50.50%-38.2pp | 37.79%-25.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,430 | $3,121-54.2% | $2,357-39.3% | $4,839-70.4% |
| Participant deferral / active EE | $5,192 | $4,617+12.5% | $3,849+34.9% | $6,342-18.1% |
| Admin fee / account holder | $649 | $8,069-92.0% | $6,182-89.5% | $12,315-94.7% |