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 | $87,948 | $102,595-14.3% | $94,057-6.5% | $154,746-43.2% |
| Participation rate | 81.0% | 76.0%+5.0pp | 73.3%+7.6pp | 80.7%+0.3pp |
| Annual return | 13.77% | 583.42%-569.6pp | 480.62%-466.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,437 | $3,147-54.3% | $2,933-51.0% | $4,379-67.2% |
| Participant deferral / active EE | $2,635 | $5,118-48.5% | $4,709-44.0% | $6,730-60.8% |
| Admin fee / account holder | $3,227 | $7,736-58.3% | $7,244-55.5% | $14,365-77.5% |