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 | $80,081 | $107,353-25.4% | $92,903-13.8% | $152,885-47.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 17.20% | 145.62%-128.4pp | 109.43%-92.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $4,652 | $4,222+10.2% | $3,653+27.3% | $4,763-2.3% |
| Participant deferral / active EE | $5,599 | $4,848+15.5% | $4,238+32.1% | $5,851-4.3% |
| Admin fee / account holder | $557 | $7,081-92.1% | $5,795-90.4% | $11,598-95.2% |