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 | $108,650 | $183,516-40.8% | $155,534-30.1% | $145,884-25.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.48% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $7,280 | $5,315+37.0% | $4,675+55.7% | $4,662+56.1% |
| Participant deferral / active EE | $5,493 | $6,467-15.1% | $5,630-2.4% | $6,690-17.9% |
| Admin fee / account holder | $797 | $19,293-95.9% | $15,900-95.0% | $13,392-94.0% |