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 | $83,353 | $103,038-19.1% | $90,324-7.7% | $152,909-45.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 18.17% | 95.25%-77.1pp | 78.15%-60.0pp | 345.46%-327.3pp |
| Employer contribution / active EE | $3,952 | $3,141+25.8% | $2,856+38.4% | $4,764-17.0% |
| Participant deferral / active EE | $10,121 | $4,282+136.4% | $3,885+160.5% | $5,851+73.0% |
| Admin fee / account holder | $1,348 | $6,177-78.2% | $5,356-74.8% | $11,601-88.4% |