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 | $99,688 | $132,634-24.8% | $115,768-13.9% | $137,256-27.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 20.49% | 160.70%-140.2pp | 100.46%-80.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,150 | $3,360+53.3% | $2,940+75.2% | $4,156+23.9% |
| Participant deferral / active EE | $9,933 | $5,619+76.8% | $4,917+102.0% | $6,407+55.0% |
| Admin fee / account holder | $1,571 | $15,028-89.5% | $12,439-87.4% | $12,270-87.2% |