Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,694 | $196,972-42.8% | $182,262-38.2% | $198,609-43.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 15.18% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $4,397 | $5,364-18.0% | $5,046-12.9% | $5,055-13.0% |
| Participant deferral / active EE | $7,841 | $8,643-9.3% | $8,276-5.3% | $6,977+12.4% |
| Admin fee / account holder | $2,725 | $18,429-85.2% | $16,712-83.7% | $19,030-85.7% |