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 | $108,030 | $154,754-30.2% | $124,206-13.0% | $138,895-22.2% |
| Participation rate | 76.5% | 75.5%+1.0pp | 69.6%+6.9pp | 79.9%-3.4pp |
| Annual return | 19.62% | 709.28%-689.7pp | 515.27%-495.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,199 | $4,446-50.5% | $3,540-37.9% | $4,194-47.6% |
| Participant deferral / active EE | $4,548 | $4,621-1.6% | $3,968+14.6% | $6,396-28.9% |
| Admin fee / account holder | $4,221 | $6,690-36.9% | $5,929-28.8% | $12,562-66.4% |