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 | $81,269 | $105,200-22.7% | $159,474-49.0% | $85,847-5.3% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 17.39% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $7,740 | $3,319+133.2% | $4,831+60.2% | $2,565+201.7% |
| Participant deferral / active EE | $9,013 | $5,946+51.6% | $7,353+22.6% | $3,952+128.1% |
| Admin fee / account holder | $1,359 | $6,934-80.4% | $10,802-87.4% | $6,261-78.3% |