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 | $115,643 | $157,296-26.5% | $141,191-18.1% | $152,897-24.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,095 | $5,262-41.2% | $4,736-34.6% | $4,764-35.0% |
| Participant deferral / active EE | $5,007 | $7,111-29.6% | $6,710-25.4% | $5,851-14.4% |
| Admin fee / account holder | $1,250 | $12,125-89.7% | $10,264-87.8% | $11,599-89.2% |