Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,133 | $108,911-35.6% | $100,392-30.1% | $145,884-51.9% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 18.27% | 58.23%-40.0pp | 49.45%-31.2pp | 551.85%-533.6pp |
| Employer contribution / active EE | $3,434 | $4,420-22.3% | $3,941-12.9% | $4,662-26.3% |
| Participant deferral / active EE | $10,702 | $8,459+26.5% | $8,090+32.3% | $6,690+60.0% |
| Admin fee / account holder | $22,548 | $9,698+132.5% | $7,904+185.3% | $13,392+68.4% |