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 | $76,844 | $183,592-58.1% | $155,574-50.6% | $145,877-47.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.71% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,968 | $5,317-63.0% | $4,676-57.9% | $4,663-57.8% |
| Participant deferral / active EE | $2,683 | $6,466-58.5% | $5,629-52.3% | $6,691-59.9% |
| Admin fee / account holder | $10,016 | $19,316-48.1% | $15,914-37.1% | $13,402-25.3% |