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 | $97,364 | $144,130-32.4% | $117,861-17.4% | $147,586-34.0% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 14.51% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,756 | $4,897-64.1% | $3,786-53.6% | $4,876-64.0% |
| Participant deferral / active EE | $5,044 | $5,316-5.1% | $4,482+12.5% | $5,439-7.3% |
| Admin fee / account holder | $1,385 | $10,887-87.3% | $8,021-82.7% | $10,886-87.3% |