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 | $120,494 | $107,368+12.2% | $92,915+29.7% | $152,909-21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.00% | 145.64%-124.6pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,425 | $4,222-18.9% | $3,653-6.3% | $4,764-28.1% |
| Participant deferral / active EE | $4,795 | $4,848-1.1% | $4,238+13.1% | $5,851-18.1% |
| Admin fee / account holder | $2,128 | $7,082-70.0% | $5,796-63.3% | $11,601-81.7% |