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 | $71,105 | $183,516-61.3% | $155,534-54.3% | $145,884-51.3% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 17.12% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,249 | $5,315-57.7% | $4,675-51.9% | $4,662-51.8% |
| Participant deferral / active EE | $4,940 | $6,467-23.6% | $5,630-12.3% | $6,690-26.2% |
| Admin fee / account holder | $13,943 | $19,293-27.7% | $15,900-12.3% | $13,392+4.1% |