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 | $91,214 | $176,105-48.2% | $159,474-42.8% | $167,536-45.6% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 10.53% | 331.91%-321.4pp | 263.68%-253.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $3,924 | $5,299-25.9% | $4,831-18.8% | $4,839-18.9% |
| Participant deferral / active EE | $6,668 | $7,751-14.0% | $7,353-9.3% | $6,342+5.1% |
| Admin fee / account holder | $4,747 | $12,559-62.2% | $10,802-56.1% | $12,315-61.5% |