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 | $107,188 | $176,105-39.1% | $159,474-32.8% | $167,536-36.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.15% | 331.91%-317.8pp | 263.68%-249.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $4,453 | $5,299-16.0% | $4,831-7.8% | $4,839-8.0% |
| Participant deferral / active EE | $21,304 | $7,751+174.8% | $7,353+189.7% | $6,342+235.9% |
| Admin fee / account holder | $3,492 | $12,559-72.2% | $10,802-67.7% | $12,315-71.6% |