Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $98,383 | $110,039-10.6% | $97,260+1.2% | $145,884-32.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 13.50% | 244.44%-230.9pp | 75.54%-62.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,816 | $3,074-40.9% | $2,721-33.2% | $4,662-61.0% |
| Participant deferral / active EE | $4,505 | $4,674-3.6% | $4,262+5.7% | $6,690-32.7% |
| Admin fee / account holder | $1,258 | $6,204-79.7% | $5,640-77.7% | $13,392-90.6% |