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 | $108,281 | $111,878-3.2% | $93,727+15.5% | $145,897-25.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 16.54% | 204.28%-187.7pp | 133.83%-117.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,225 | $3,092-28.0% | $2,421-8.1% | $4,663-52.3% |
| Participant deferral / active EE | $7,618 | $4,920+54.8% | $4,417+72.5% | $6,689+13.9% |
| Admin fee / account holder | $559 | $10,256-94.5% | $8,292-93.3% | $13,390-95.8% |