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 | $76,099 | $98,240-22.5% | $82,312-7.5% | $147,586-48.4% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 17.95% | 30.85%-12.9pp | 25.88%-7.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,167 | $3,192-32.1% | $2,428-10.8% | $4,876-55.6% |
| Participant deferral / active EE | $2,953 | $4,383-32.6% | $3,706-20.3% | $5,439-45.7% |
| Admin fee / account holder | $744 | $8,563-91.3% | $5,608-86.7% | $10,886-93.2% |