Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,144 | $183,592-54.7% | $155,574-46.6% | $145,877-43.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.46% | 61.37%-38.9pp | 64.87%-42.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $2,383 | $5,317-55.2% | $4,676-49.0% | $4,663-48.9% |
| Participant deferral / active EE | $4,937 | $6,466-23.6% | $5,629-12.3% | $6,691-26.2% |
| Admin fee / account holder | $1,037 | $19,316-94.6% | $15,914-93.5% | $13,402-92.3% |