Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $113,627 | $166,131-31.6% | $164,975-31.1% | $145,877-22.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 23.45% | 100.37%-76.9pp | 70.12%-46.7pp | 551.28%-527.8pp |
| Employer contribution / active EE | $2,493 | $5,276-52.7% | $4,343-42.6% | $4,663-46.5% |
| Participant deferral / active EE | $5,053 | $6,962-27.4% | $6,033-16.3% | $6,691-24.5% |
| Admin fee / account holder | $350 | $16,648-97.9% | $12,688-97.2% | $13,402-97.4% |