Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,351 | $175,259-59.3% | $149,723-52.3% | $139,487-48.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 16.35% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,206 | $5,478-78.0% | $4,821-75.0% | $4,755-74.6% |
| Participant deferral / active EE | $3,857 | $6,522-40.9% | $5,682-32.1% | $6,713-42.5% |
| Admin fee / account holder | $2,228 | $16,158-86.2% | $13,215-83.1% | $11,407-80.5% |