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 | $117,683 | $148,623-20.8% | $135,974-13.5% | $139,466-15.6% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 14.52% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,755 | $5,246-47.5% | $4,859-43.3% | $4,754-42.1% |
| Participant deferral / active EE | $5,383 | $8,103-33.6% | $7,760-30.6% | $6,712-19.8% |
| Admin fee / account holder | $1,994 | $12,406-83.9% | $10,767-81.5% | $11,409-82.5% |