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 | $110,763 | $157,296-29.6% | $141,191-21.6% | $152,897-27.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 22.45% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,915 | $5,262-44.6% | $4,736-38.5% | $4,764-38.8% |
| Participant deferral / active EE | $9,422 | $7,111+32.5% | $6,710+40.4% | $5,851+61.0% |
| Admin fee / account holder | $890 | $12,125-92.7% | $10,264-91.3% | $11,599-92.3% |