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 | $107,523 | $175,257-38.6% | $149,717-28.2% | $139,456-22.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 11.60% | 166.70%-155.1pp | 134.41%-122.8pp | 373.45%-361.8pp |
| Employer contribution / active EE | $3,139 | $5,477-42.7% | $4,820-34.9% | $4,753-34.0% |
| Participant deferral / active EE | $6,802 | $6,521+4.3% | $5,682+19.7% | $6,711+1.3% |
| Admin fee / account holder | $943 | $16,156-94.2% | $13,213-92.9% | $11,407-91.7% |