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 | $78,053 | $112,121-30.4% | $95,960-18.7% | $158,966-50.9% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 15.44% | 171.16%-155.7pp | 91.63%-76.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,905 | $3,199-40.4% | $2,541-25.0% | $4,762-60.0% |
| Participant deferral / active EE | $3,041 | $4,784-36.4% | $4,167-27.0% | $5,983-49.2% |
| Admin fee / account holder | $5,191 | $10,135-48.8% | $6,797-23.6% | $11,250-53.9% |