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 | $90,182 | $209,428-56.9% | $178,498-49.5% | $158,950-43.3% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.74% | 188.78%-175.0pp | 151.09%-137.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,279 | $5,707-77.6% | $5,011-74.5% | $4,762-73.1% |
| Participant deferral / active EE | $2,309 | $5,955-61.2% | $5,202-55.6% | $5,983-61.4% |
| Admin fee / account holder | $3,732 | $17,077-78.1% | $13,985-73.3% | $11,248-66.8% |