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 | $95,260 | $125,193-23.9% | $105,591-9.8% | $145,978-34.7% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 18.43% | 225.53%-207.1pp | 116.43%-98.0pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,665 | $3,718-55.2% | $3,166-47.4% | $4,662-64.3% |
| Participant deferral / active EE | $3,077 | $5,708-46.1% | $5,008-38.6% | $6,690-54.0% |
| Admin fee / account holder | $3,585 | $17,277-79.2% | $11,024-67.5% | $13,400-73.2% |