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 | $79,256 | $174,379-54.5% | $152,093-47.9% | $138,895-42.9% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 15.44% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,107 | $4,652-33.2% | $4,175-25.6% | $4,194-25.9% |
| Participant deferral / active EE | $5,132 | $6,159-16.7% | $5,451-5.9% | $6,396-19.8% |
| Admin fee / account holder | $13,947 | $16,880-17.4% | $14,497-3.8% | $12,562+11.0% |