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 | $97,020 | $176,077-44.9% | $159,455-39.2% | $167,518-42.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 20.86% | 331.83%-311.0pp | 263.63%-242.8pp | 478.71%-457.9pp |
| Employer contribution / active EE | $1,782 | $5,298-66.4% | $4,830-63.1% | $4,838-63.2% |
| Participant deferral / active EE | $12,483 | $7,751+61.1% | $7,353+69.8% | $6,342+96.8% |
| Admin fee / account holder | $1,335 | $12,556-89.4% | $10,800-87.6% | $12,312-89.2% |