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 | $83,315 | $121,677-31.5% | $104,625-20.4% | $158,966-47.6% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 15.62% | 465.58%-450.0pp | 340.60%-325.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $6,468 | $3,165+104.4% | $2,681+141.2% | $4,762+35.8% |
| Participant deferral / active EE | $3,588 | $4,175-14.1% | $3,738-4.0% | $5,983-40.0% |
| Admin fee / account holder | $1,558 | $7,777-80.0% | $6,465-75.9% | $11,250-86.2% |