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 | $81,895 | $217,432-62.3% | $185,851-55.9% | $167,553-51.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.12% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,739 | $5,874-70.4% | $5,168-66.4% | $4,840-64.1% |
| Participant deferral / active EE | $3,886 | $6,357-38.9% | $5,569-30.2% | $6,343-38.7% |
| Admin fee / account holder | $630 | $19,820-96.8% | $16,245-96.1% | $12,316-94.9% |