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 | $75,819 | $201,372-62.3% | $184,260-58.9% | $145,884-48.0% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 16.04% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,561 | $7,024-49.3% | $6,427-44.6% | $4,662-23.6% |
| Participant deferral / active EE | $5,901 | $9,808-39.8% | $9,133-35.4% | $6,690-11.8% |
| Admin fee / account holder | $11,145 | $16,362-31.9% | $13,898-19.8% | $13,392-16.8% |