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 | $93,049 | $105,200-11.6% | $159,474-41.7% | $85,847+8.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 21.06% | 45.08%-24.0pp | 263.68%-242.6pp | 318.61%-297.5pp |
| Employer contribution / active EE | $3,798 | $3,319+14.4% | $4,831-21.4% | $2,565+48.0% |
| Participant deferral / active EE | $9,170 | $5,946+54.2% | $7,353+24.7% | $3,952+132.0% |
| Admin fee / account holder | $830 | $6,934-88.0% | $10,802-92.3% | $6,261-86.7% |