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 | $72,808 | $162,812-55.3% | $133,971-45.7% | $158,966-54.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 34.29% | 41.94%-7.7pp | 45.09%-10.8pp | 302.95%-268.7pp |
| Employer contribution / active EE | $2,848 | $4,976-42.8% | $3,919-27.3% | $4,762-40.2% |
| Participant deferral / active EE | $6,977 | $5,910+18.0% | $5,047+38.2% | $5,983+16.6% |
| Admin fee / account holder | $387 | $11,741-96.7% | $8,929-95.7% | $11,250-96.6% |