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 | $126,100 | $176,105-28.4% | $159,474-20.9% | $167,536-24.7% |
| Participation rate | 78.3% | 85.0%-6.7pp | 82.8%-4.6pp | 82.1%-3.9pp |
| Annual return | 11.24% | 331.91%-320.7pp | 263.68%-252.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $7,425 | $5,299+40.1% | $4,831+53.7% | $4,839+53.4% |
| Participant deferral / active EE | $4,868 | $7,751-37.2% | $7,353-33.8% | $6,342-23.2% |
| Admin fee / account holder | $1,464 | $12,559-88.3% | $10,802-86.4% | $12,315-88.1% |