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 | $99,124 | $152,619-35.1% | $125,195-20.8% | $152,909-35.2% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.5%+12.0pp |
| Annual return | 18.82% | 54.85%-36.0pp | 43.79%-25.0pp | 345.46%-326.6pp |
| Employer contribution / active EE | $4,329 | $4,947-12.5% | $3,866+12.0% | $4,764-9.1% |
| Participant deferral / active EE | $7,949 | $5,869+35.4% | $4,937+61.0% | $5,851+35.8% |
| Admin fee / account holder | $6,100 | $13,437-54.6% | $9,704-37.1% | $11,601-47.4% |