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 | $56,341 | $88,672-36.5% | $105,223-46.5% | $82,448-31.7% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 13.04% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,312 | $3,048+41.5% | $3,689+16.9% | $2,551+69.1% |
| Participant deferral / active EE | $3,099 | $4,036-23.2% | $5,072-38.9% | $4,139-25.1% |
| Admin fee / account holder | $2,853 | $7,146-60.1% | $8,859-67.8% | $7,234-60.6% |