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 | $65,079 | $232,540-72.0% | $185,117-64.8% | $147,586-55.9% |
| Participation rate | 76.2% | 82.4%-6.2pp | 77.3%-1.1pp | 82.8%-6.6pp |
| Annual return | 16.52% | 43.03%-26.5pp | 40.50%-24.0pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,876 | $5,834+17.9% | $5,045+36.3% | $5,439+26.4% |
| Admin fee / account holder | $7,979 | $10,275-22.3% | $8,159-2.2% | $10,886-26.7% |