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 | $111,877 | $227,399-50.8% | $189,758-41.0% | $198,609-43.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 9.03% | 61.03%-52.0pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,097 | $5,526-62.1% | $4,767-56.0% | $5,055-58.5% |
| Participant deferral / active EE | $4,800 | $6,837-29.8% | $5,856-18.0% | $6,977-31.2% |
| Admin fee / account holder | $1,455 | $25,162-94.2% | $20,388-92.9% | $19,030-92.4% |