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 | $112,879 | $217,432-48.1% | $185,849-39.3% | $167,536-32.6% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 10.74% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $6,525 | $5,875+11.1% | $5,169+26.2% | $4,839+34.8% |
| Participant deferral / active EE | $3,724 | $6,357-41.4% | $5,569-33.1% | $6,342-41.3% |
| Admin fee / account holder | $1,655 | $19,818-91.6% | $16,244-89.8% | $12,315-86.6% |