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 | $130,834 | $111,814+17.0% | $93,654+39.7% | $145,959-10.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.82% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $861 | $3,092-72.2% | $2,421-64.4% | $4,661-81.5% |
| Participant deferral / active EE | $3,694 | $4,914-24.8% | $4,413-16.3% | $6,689-44.8% |
| Admin fee / account holder | $403 | $10,246-96.1% | $8,282-95.1% | $13,398-97.0% |