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 | $80,760 | $121,637-33.6% | $104,605-22.8% | $158,931-49.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 21.73% | 465.32%-443.6pp | 340.46%-318.7pp | 302.86%-281.1pp |
| Employer contribution / active EE | $1,269 | $3,163-59.9% | $2,681-52.6% | $4,761-73.3% |
| Participant deferral / active EE | $1,935 | $4,177-53.7% | $3,739-48.3% | $5,982-67.7% |
| Admin fee / account holder | $319 | $7,788-95.9% | $6,473-95.1% | $11,247-97.2% |