Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,949 | $172,111-32.0% | $150,298-22.2% | $137,256-14.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 16.96% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,967 | $4,636-36.0% | $4,154-28.6% | $4,156-28.6% |
| Participant deferral / active EE | $4,699 | $6,166-23.8% | $5,453-13.8% | $6,407-26.7% |
| Admin fee / account holder | $8,781 | $16,471-46.7% | $14,116-37.8% | $12,270-28.4% |