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 | $127,759 | $166,242-23.1% | $165,071-22.6% | $145,884-12.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.96% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,277 | $5,283-38.0% | $4,347-24.6% | $4,662-29.7% |
| Participant deferral / active EE | $6,846 | $6,964-1.7% | $6,035+13.4% | $6,690+2.3% |
| Admin fee / account holder | $3,496 | $16,658-79.0% | $12,695-72.5% | $13,392-73.9% |