Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,039 | $183,539-59.1% | $155,556-51.8% | $145,897-48.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 13.19% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,422 | $5,315-54.4% | $4,675-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $5,307 | $6,467-17.9% | $5,631-5.8% | $6,689-20.7% |
| Admin fee / account holder | $1,843 | $19,275-90.4% | $15,885-88.4% | $13,390-86.2% |