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 | $80,908 | $172,111-53.0% | $150,298-46.2% | $137,256-41.1% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,133 | $4,636-54.0% | $4,154-48.6% | $4,156-48.7% |
| Participant deferral / active EE | $6,768 | $6,166+9.8% | $5,453+24.1% | $6,407+5.6% |
| Admin fee / account holder | $1,201 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |