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 | $80,221 | $91,198-12.0% | $178,503-55.1% | $79,856+0.5% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 14.89% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $7,170 | $3,257+120.2% | $5,011+43.1% | $2,471+190.2% |
| Participant deferral / active EE | $5,504 | $3,237+70.1% | $5,202+5.8% | $3,741+47.1% |
| Admin fee / account holder | $1,183 | $6,748-82.5% | $13,987-91.5% | $5,306-77.7% |