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 | $84,461 | $144,130-41.4% | $117,861-28.3% | $147,586-42.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 18.53% | 531.20%-512.7pp | 335.11%-316.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $4,174 | $4,897-14.8% | $3,786+10.2% | $4,876-14.4% |
| Participant deferral / active EE | $11,633 | $5,316+118.8% | $4,482+159.6% | $5,439+113.9% |
| Admin fee / account holder | $352 | $10,887-96.8% | $8,021-95.6% | $10,886-96.8% |