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 | $88,198 | $112,131-21.3% | $95,964-8.1% | $158,982-44.5% |
| Participation rate | 94.7% | 79.0%+15.7pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 12.13% | 171.19%-159.1pp | 91.64%-79.5pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,291 | $3,199-28.4% | $2,541-9.9% | $4,763-51.9% |
| Participant deferral / active EE | $5,239 | $4,784+9.5% | $4,167+25.7% | $5,983-12.4% |
| Admin fee / account holder | $12,090 | $10,136+19.3% | $6,797+77.9% | $11,252+7.5% |