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 | $68,108 | $93,346-27.0% | $71,796-5.1% | $273,972-75.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 7.39% | 130.39%-123.0pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,772 | $2,733+1.4% | $1,924+44.0% | $4,869-43.1% |
| Participant deferral / active EE | $5,306 | $3,475+52.7% | $2,794+89.9% | $5,287+0.4% |
| Admin fee / account holder | $4,242 | $6,571-35.4% | $4,815-11.9% | $10,133-58.1% |