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 | $115,992 | $111,787+3.8% | $93,681+23.8% | $145,978-20.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.71% | 203.52%-188.8pp | 133.47%-118.8pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,084 | $3,093-32.6% | $2,422-13.9% | $4,662-55.3% |
| Participant deferral / active EE | $7,666 | $4,918+55.9% | $4,415+73.6% | $6,690+14.6% |
| Admin fee / account holder | $821 | $10,256-92.0% | $8,290-90.1% | $13,400-93.9% |