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 | $68,420 | $115,810-40.9% | $101,271-32.4% | $158,966-57.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 14.10% | 56.15%-42.0pp | 46.48%-32.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,543 | $4,175-63.1% | $3,660-57.8% | $4,762-67.6% |
| Participant deferral / active EE | $4,674 | $4,958-5.7% | $4,371+6.9% | $5,983-21.9% |
| Admin fee / account holder | $3,715 | $7,248-48.7% | $5,948-37.5% | $11,250-67.0% |