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 | $81,317 | $81,208+0.1% | $98,920-17.8% | $79,856+1.8% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 16.99% | 60.99%-44.0pp | 196.47%-179.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,625 | $1,960-17.1% | $2,689-39.6% | $2,471-34.3% |
| Participant deferral / active EE | $3,266 | $3,2650% | $4,245-23.1% | $3,741-12.7% |
| Admin fee / account holder | $3,405 | $6,013-43.4% | $6,643-48.7% | $5,306-35.8% |