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 | $99,923 | $39,036+156.0% | $80,784+23.7% | $85,851+16.4% |
| Participation rate | 73.9% | 41.6%+32.4pp | 54.2%+19.7pp | 69.3%+4.6pp |
| Annual return | 14.36% | 26.31%-12.0pp | 87.31%-73.0pp | 318.63%-304.3pp |
| Employer contribution / active EE | $1,619 | $722+124.1% | $1,160+39.6% | $2,565-36.9% |
| Participant deferral / active EE | $4,243 | $1,326+219.9% | $2,145+97.8% | $3,952+7.4% |
| Admin fee / account holder | $3,590 | $2,429+47.8% | $3,380+6.2% | $6,261-42.7% |