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 | $55,403 | $105,200-47.3% | $159,474-65.3% | $85,847-35.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 15.56% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $1,374 | $3,319-58.6% | $4,831-71.6% | $2,565-46.4% |
| Participant deferral / active EE | $5,565 | $5,946-6.4% | $7,353-24.3% | $3,952+40.8% |
| Admin fee / account holder | $4,265 | $6,934-38.5% | $10,802-60.5% | $6,261-31.9% |