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 | $67,720 | $94,749-28.5% | $112,899-40.0% | $139,466-51.4% |
| Participation rate | 72.7% | 81.3%-8.6pp | 80.5%-7.8pp | 80.3%-7.6pp |
| Annual return | 25.72% | 40.92%-15.2pp | 34.11%-8.4pp | 373.66%-347.9pp |
| Employer contribution / active EE | $9,946 | $4,630+114.8% | $4,566+117.8% | $4,754+109.2% |
| Participant deferral / active EE | $5,961 | $6,517-8.5% | $6,516-8.5% | $6,712-11.2% |
| Admin fee / account holder | $1,364 | $8,530-84.0% | $7,047-80.6% | $11,409-88.0% |