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 | $94,605 | $107,941-12.4% | $91,994+2.8% | $152,897-38.1% |
| Participation rate | 93.3% | 81.2%+12.1pp | 78.6%+14.7pp | 82.5%+10.9pp |
| Annual return | 25.78% | 89.28%-63.5pp | 69.04%-43.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $2,522 | $4,212-40.1% | $3,453-27.0% | $4,764-47.1% |
| Participant deferral / active EE | $6,836 | $6,366+7.4% | $5,924+15.4% | $5,851+16.8% |
| Admin fee / account holder | $1,819 | $10,521-82.7% | $7,744-76.5% | $11,599-84.3% |