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 | $110,948 | $118,708-6.5% | $98,920+12.2% | $158,982-30.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 13.54% | 372.49%-359.0pp | 196.47%-182.9pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,272 | $3,334-61.8% | $2,689-52.7% | $4,763-73.3% |
| Participant deferral / active EE | $3,012 | $5,089-40.8% | $4,245-29.1% | $5,983-49.7% |
| Admin fee / account holder | $1,178 | $10,134-88.4% | $6,643-82.3% | $11,252-89.5% |