Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,381 | $132,099-28.6% | $115,599-18.4% | $138,895-32.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.3%-2.8pp | 79.9%-8.5pp |
| Annual return | 13.18% | 176.76%-163.6pp | 111.10%-97.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,899 | $3,416-15.1% | $2,955-1.9% | $4,194-30.9% |
| Participant deferral / active EE | $9,686 | $5,617+72.4% | $4,889+98.1% | $6,396+51.4% |
| Admin fee / account holder | $897 | $15,650-94.3% | $12,841-93.0% | $12,562-92.9% |