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 | $107,901 | $175,259-38.4% | $149,723-27.9% | $139,487-22.6% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 13.31% | 166.82%-153.5pp | 134.50%-121.2pp | 373.84%-360.5pp |
| Employer contribution / active EE | $8,486 | $5,478+54.9% | $4,821+76.0% | $4,755+78.5% |
| Participant deferral / active EE | $10,187 | $6,522+56.2% | $5,682+79.3% | $6,713+51.8% |
| Admin fee / account holder | $4,002 | $16,158-75.2% | $13,215-69.7% | $11,407-64.9% |