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 | $80,695 | $148,623-45.7% | $135,974-40.7% | $139,466-42.1% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 18.86% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,308 | $5,246-37.0% | $4,859-31.9% | $4,754-30.4% |
| Participant deferral / active EE | $9,443 | $8,103+16.5% | $7,760+21.7% | $6,712+40.7% |
| Admin fee / account holder | $9,468 | $12,406-23.7% | $10,767-12.1% | $11,409-17.0% |