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 | $83,746 | $217,432-61.5% | $185,849-54.9% | $167,536-50.0% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 23.86% | 148.42%-124.6pp | 122.10%-98.2pp | 478.82%-455.0pp |
| Employer contribution / active EE | $2,226 | $5,875-62.1% | $5,169-56.9% | $4,839-54.0% |
| Participant deferral / active EE | $7,974 | $6,357+25.4% | $5,569+43.2% | $6,342+25.7% |
| Admin fee / account holder | $2,157 | $19,818-89.1% | $16,244-86.7% | $12,315-82.5% |