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 | $113,267 | $112,121+1.0% | $95,960+18.0% | $158,966-28.7% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 15.16% | 171.16%-156.0pp | 91.63%-76.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $2,866 | $3,199-10.4% | $2,541+12.8% | $4,762-39.8% |
| Participant deferral / active EE | $7,366 | $4,784+54.0% | $4,167+76.8% | $5,983+23.1% |
| Admin fee / account holder | $1,277 | $10,135-87.4% | $6,797-81.2% | $11,250-88.7% |