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 | $69,399 | $112,131-38.1% | $95,964-27.7% | $158,982-56.3% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 16.42% | 171.19%-154.8pp | 91.64%-75.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,387 | $3,199-56.6% | $2,541-45.4% | $4,763-70.9% |
| Participant deferral / active EE | $2,585 | $4,784-46.0% | $4,167-38.0% | $5,983-56.8% |
| Admin fee / account holder | $3,580 | $10,136-64.7% | $6,797-47.3% | $11,252-68.2% |