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 | $90,791 | $157,296-42.3% | $141,191-35.7% | $152,897-40.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 15.74% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $8,390 | $5,262+59.4% | $4,736+77.2% | $4,764+76.1% |
| Participant deferral / active EE | $3,298 | $7,111-53.6% | $6,710-50.9% | $5,851-43.6% |
| Admin fee / account holder | $3,792 | $12,125-68.7% | $10,264-63.1% | $11,599-67.3% |