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 | $83,648 | $48,364+73.0% | $71,796+16.5% | $62,881+33.0% |
| Participation rate | 80.0% | 60.6%+19.4pp | 69.1%+10.9pp | 69.3%+10.7pp |
| Annual return | 5.37% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,881 | $1,042+176.5% | $1,924+49.7% | $2,281+26.3% |
| Participant deferral / active EE | $2,131 | $2,091+1.9% | $2,794-23.7% | $3,203-33.5% |
| Admin fee / account holder | $842 | $3,771-77.7% | $4,815-82.5% | $4,296-80.4% |