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 | $84,935 | $157,304-46.0% | $141,197-39.8% | $152,909-44.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.20% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $12,123 | $5,263+130.4% | $4,736+156.0% | $4,764+154.5% |
| Participant deferral / active EE | $8,191 | $7,111+15.2% | $6,710+22.1% | $5,851+40.0% |
| Admin fee / account holder | $385 | $12,126-96.8% | $10,265-96.3% | $11,601-96.7% |