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 | $66,243 | $111,535-40.6% | $105,223-37.0% | $137,256-51.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.85% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,807 | $3,939-54.1% | $3,689-51.0% | $4,156-56.5% |
| Participant deferral / active EE | $4,814 | $5,500-12.5% | $5,072-5.1% | $6,407-24.9% |
| Admin fee / account holder | $3,445 | $9,721-64.6% | $8,859-61.1% | $12,270-71.9% |