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 | $84,411 | $183,539-54.0% | $155,556-45.7% | $145,897-42.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.83% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,586 | $5,315-70.2% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $3,380 | $6,467-47.7% | $5,631-40.0% | $6,689-49.5% |
| Admin fee / account holder | $1,838 | $19,275-90.5% | $15,885-88.4% | $13,390-86.3% |