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 | $113,753 | $61,789+84.1% | $97,167+17.1% | $80,874+40.7% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.7%+21.3pp | 67.6%+26.3pp |
| Annual return | 16.10% | -557.90%+574.0pp | 75.27%-59.2pp | 35.62%-19.5pp |
| Employer contribution / active EE | $5,238 | $1,837+185.2% | $2,729+91.9% | $2,756+90.1% |
| Participant deferral / active EE | $4,488 | $3,028+48.2% | $4,264+5.3% | $4,297+4.5% |
| Admin fee / account holder | $2,745 | $5,168-46.9% | $5,650-51.4% | $6,935-60.4% |