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 | $92,471 | $154,159-40.0% | $130,026-28.9% | $139,456-33.7% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.5%+12.0pp | 80.3%+10.1pp |
| Annual return | 40.71% | 32.50%+8.2pp | -137.26%+178.0pp | 373.45%-332.7pp |
| Employer contribution / active EE | $4,275 | $5,292-19.2% | $4,321-1.1% | $4,753-10.0% |
| Participant deferral / active EE | $10,507 | $6,710+56.6% | $5,821+80.5% | $6,711+56.6% |
| Admin fee / account holder | $37,745 | $14,001+169.6% | $10,608+255.8% | $11,407+230.9% |