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 | $115,457 | $185,856-37.9% | $170,028-32.1% | $139,456-17.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.88% | 60.52%-41.6pp | 53.39%-34.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,724 | $7,593-64.1% | $6,788-59.9% | $4,753-42.7% |
| Participant deferral / active EE | $5,200 | $11,623-55.3% | $10,409-50.0% | $6,711-22.5% |
| Admin fee / account holder | $1,330 | $15,387-91.4% | $12,820-89.6% | $11,407-88.3% |