Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,308 | $160,028-51.7% | $147,080-47.4% | $145,884-47.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.87% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $3,375 | $5,286-36.1% | $4,933-31.6% | $4,662-27.6% |
| Participant deferral / active EE | $8,844 | $8,422+5.0% | $8,066+9.6% | $6,690+32.2% |
| Admin fee / account holder | $5,331 | $15,030-64.5% | $12,989-59.0% | $13,392-60.2% |