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 | $74,200 | $107,363-30.9% | $92,909-20.1% | $152,897-51.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 16.99% | 145.63%-128.6pp | 109.44%-92.5pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,653-48.7% | $4,764-60.7% |
| Participant deferral / active EE | $4,833 | $4,848-0.3% | $4,238+14.0% | $5,851-17.4% |
| Admin fee / account holder | $368 | $7,082-94.8% | $5,795-93.7% | $11,599-96.8% |