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 | $126,373 | $157,296-19.7% | $141,191-10.5% | $152,897-17.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 102.51% | 64.34%+38.2pp | 71.41%+31.1pp | 345.43%-242.9pp |
| Employer contribution / active EE | $4,412 | $5,262-16.2% | $4,736-6.8% | $4,764-7.4% |
| Participant deferral / active EE | $11,665 | $7,111+64.0% | $6,710+73.8% | $5,851+99.4% |
| Admin fee / account holder | $2,463 | $12,125-79.7% | $10,264-76.0% | $11,599-78.8% |