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 | $133,690 | $125,193+6.8% | $105,591+26.6% | $145,978-8.4% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | 11.57% | 225.53%-214.0pp | 116.43%-104.9pp | 550.52%-538.9pp |
| Employer contribution / active EE | $6,445 | $3,718+73.3% | $3,166+103.6% | $4,662+38.2% |
| Participant deferral / active EE | $3,842 | $5,708-32.7% | $5,008-23.3% | $6,690-42.6% |
| Admin fee / account holder | $80,348 | $17,277+365.1% | $11,024+628.9% | $13,400+499.6% |