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 | $85,690 | $183,516-53.3% | $155,534-44.9% | $145,884-41.3% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 13.03% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,418 | $5,315-73.3% | $4,675-69.7% | $4,662-69.6% |
| Participant deferral / active EE | $6,107 | $6,467-5.6% | $5,630+8.5% | $6,690-8.7% |
| Admin fee / account holder | $3,056 | $19,293-84.2% | $15,900-80.8% | $13,392-77.2% |