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 | $104,023 | $111,535-6.7% | $105,223-1.1% | $137,256-24.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 19.10% | 237.85%-218.8pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,830 | $3,939-2.8% | $3,689+3.8% | $4,156-7.9% |
| Participant deferral / active EE | $5,827 | $5,500+5.9% | $5,072+14.9% | $6,407-9.1% |
| Admin fee / account holder | $962 | $9,721-90.1% | $8,859-89.1% | $12,270-92.2% |