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 | $91,397 | $132,634-31.1% | $115,768-21.1% | $137,256-33.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.32% | 160.70%-147.4pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,834 | $3,360-15.6% | $2,940-3.6% | $4,156-31.8% |
| Participant deferral / active EE | $3,996 | $5,619-28.9% | $4,917-18.7% | $6,407-37.6% |
| Admin fee / account holder | $844 | $15,028-94.4% | $12,439-93.2% | $12,270-93.1% |