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 | $71,618 | $115,814-38.2% | $101,275-29.3% | $158,982-55.0% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 25.99% | 56.16%-30.2pp | 46.48%-20.5pp | 302.99%-277.0pp |
| Employer contribution / active EE | $7,916 | $4,176+89.6% | $3,660+116.3% | $4,763+66.2% |
| Participant deferral / active EE | $3,326 | $4,958-32.9% | $4,371-23.9% | $5,983-44.4% |
| Admin fee / account holder | $5,825 | $7,249-19.6% | $5,948-2.1% | $11,252-48.2% |