Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,530 | $88,815+12.1% | $81,882+21.6% | $145,897-31.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.75% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,257 | $3,086+5.5% | $2,916+11.7% | $4,663-30.1% |
| Participant deferral / active EE | $3,099 | $4,647-33.3% | $4,323-28.3% | $6,689-53.7% |
| Admin fee / account holder | $486 | $8,434-94.2% | $7,360-93.4% | $13,390-96.4% |