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 | $143,640 | $166,131-13.5% | $164,975-12.9% | $145,877-1.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.24% | 100.37%-88.1pp | 70.12%-57.9pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,769 | $5,276-66.5% | $4,343-59.3% | $4,663-62.1% |
| Participant deferral / active EE | $2,304 | $6,962-66.9% | $6,033-61.8% | $6,691-65.6% |
| Admin fee / account holder | $1,605 | $16,648-90.4% | $12,688-87.4% | $13,402-88.0% |