Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,726 | $160,040-50.2% | $147,096-45.8% | $145,877-45.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.31% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,602 | $5,289-50.8% | $4,936-47.3% | $4,663-44.2% |
| Participant deferral / active EE | $7,085 | $8,429-15.9% | $8,071-12.2% | $6,691+5.9% |
| Admin fee / account holder | $1,103 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |