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 | $98,194 | $209,422-53.1% | $178,503-45.0% | $158,982-38.2% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 18.85% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,104 | $5,707-63.1% | $5,011-58.0% | $4,763-55.8% |
| Participant deferral / active EE | $7,676 | $5,955+28.9% | $5,202+47.5% | $5,983+28.3% |
| Admin fee / account holder | $3,115 | $17,079-81.8% | $13,987-77.7% | $11,252-72.3% |