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 | $109,655 | $159,934-31.4% | $147,005-25.4% | $145,959-24.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.06% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $7,204 | $5,287+36.2% | $4,934+46.0% | $4,661+54.6% |
| Participant deferral / active EE | $9,274 | $8,427+10.0% | $8,070+14.9% | $6,689+38.7% |
| Admin fee / account holder | $2,006 | $15,053-86.7% | $13,006-84.6% | $13,398-85.0% |