Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,572 | $99,921-19.4% | $85,009-5.2% | $145,959-44.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 9.90% | 83.89%-74.0pp | 66.47%-56.6pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,264 | $3,233+1.0% | $2,728+19.6% | $4,661-30.0% |
| Participant deferral / active EE | $11,111 | $5,293+109.9% | $4,522+145.7% | $6,689+66.1% |
| Admin fee / account holder | $1,403 | $7,252-80.7% | $6,153-77.2% | $13,398-89.5% |