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 | $119,221 | $144,130-17.3% | $117,861+1.2% | $147,586-19.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 14.45% | 531.20%-516.7pp | 335.11%-320.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,656 | $4,897-45.8% | $3,786-29.8% | $4,876-45.5% |
| Participant deferral / active EE | $6,717 | $5,316+26.3% | $4,482+49.9% | $5,439+23.5% |
| Admin fee / account holder | $457 | $10,887-95.8% | $8,021-94.3% | $10,886-95.8% |