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 | $100,203-19.6% | $85,240-5.5% | $145,897-44.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 9.90% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,264 | $3,242+0.7% | $2,735+19.3% | $4,663-30.0% |
| Participant deferral / active EE | $11,111 | $5,299+109.7% | $4,527+145.4% | $6,689+66.1% |
| Admin fee / account holder | $1,403 | $7,265-80.7% | $6,165-77.2% | $13,390-89.5% |