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 | $69,993 | $112,131-37.6% | $95,964-27.1% | $158,982-56.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 19.92% | 171.19%-151.3pp | 91.64%-71.7pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,898 | $3,199-40.7% | $2,541-25.3% | $4,763-60.1% |
| Participant deferral / active EE | $10,818 | $4,784+126.1% | $4,167+159.6% | $5,983+80.8% |
| Admin fee / account holder | $1,520 | $10,136-85.0% | $6,797-77.6% | $11,252-86.5% |