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 | $85,202 | $211,239-59.7% | $178,528-52.3% | $145,877-41.6% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 8.99% | 30.22%-21.2pp | 27.11%-18.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,635 | $4,570-42.3% | $3,950-33.3% | $4,663-43.5% |
| Participant deferral / active EE | $11,072 | $6,963+59.0% | $6,278+76.4% | $6,691+65.5% |
| Admin fee / account holder | $3,221 | $12,095-73.4% | $10,419-69.1% | $13,402-76.0% |