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 | $81,436 | $100,073-18.6% | $85,126-4.3% | $145,877-44.2% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 12.42% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,111 | $3,236+27.0% | $2,731+50.5% | $4,663-11.8% |
| Participant deferral / active EE | $2,535 | $5,294-52.1% | $4,523-44.0% | $6,691-62.1% |
| Admin fee / account holder | $5,352 | $7,261-26.3% | $6,160-13.1% | $13,402-60.1% |