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 | $74,656 | $108,882-31.4% | $96,754-22.8% | $154,746-51.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 70.3%+16.4pp | 80.7%+6.0pp |
| Annual return | 13.28% | 98.39%-85.1pp | 82.04%-68.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,267 | $3,018+8.3% | $2,679+22.0% | $4,379-25.4% |
| Participant deferral / active EE | $6,439 | $5,323+21.0% | $4,758+35.3% | $6,730-4.3% |
| Admin fee / account holder | $33,879 | $10,200+232.1% | $8,905+280.5% | $14,365+135.8% |