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 | $126,594 | $144,130-12.2% | $117,861+7.4% | $147,586-14.2% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 30.00% | 531.20%-501.2pp | 335.11%-305.1pp | 578.59%-548.6pp |
| Employer contribution / active EE | $3,115 | $4,897-36.4% | $3,786-17.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,765 | $5,316-10.4% | $4,482+6.3% | $5,439-12.4% |
| Admin fee / account holder | $5,298 | $10,887-51.3% | $8,021-33.9% | $10,886-51.3% |