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 | $89,095 | $167,030-46.7% | $135,768-34.4% | $155,188-42.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 18.10% | 678.39%-660.3pp | 526.10%-508.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,781 | $4,132-32.7% | $3,394-18.0% | $4,248-34.5% |
| Participant deferral / active EE | $4,467 | $4,528-1.3% | $3,977+12.3% | $6,531-31.6% |
| Admin fee / account holder | $1,962 | $8,172-76.0% | $7,048-72.2% | $14,480-86.5% |