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 | $102,848 | $208,088-50.6% | $186,193-44.8% | $154,746-33.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 15.16% | 89.97%-74.8pp | 78.03%-62.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,995 | $4,340-54.0% | $3,918-49.1% | $4,379-54.4% |
| Participant deferral / active EE | $6,593 | $7,078-6.8% | $6,513+1.2% | $6,730-2.0% |
| Admin fee / account holder | $373 | $11,698-96.8% | $11,058-96.6% | $14,365-97.4% |