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 | $119,964 | $106,918+12.2% | $84,021+42.8% | $152,897-21.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.5%+12.5pp |
| Annual return | 19.95% | 105.01%-85.1pp | 71.32%-51.4pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,678 | $2,735-38.6% | $1,984-15.4% | $4,764-64.8% |
| Participant deferral / active EE | $4,904 | $4,012+22.2% | $3,239+51.4% | $5,851-16.2% |
| Admin fee / account holder | $1,167 | $8,288-85.9% | $6,102-80.9% | $11,599-89.9% |