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 | $124,398 | $159,978-22.2% | $147,041-15.4% | $145,978-14.8% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 19.47% | 98.36%-78.9pp | 419.21%-399.7pp | 550.52%-531.1pp |
| Employer contribution / active EE | $5,988 | $5,288+13.2% | $4,935+21.3% | $4,662+28.5% |
| Participant deferral / active EE | $8,976 | $8,429+6.5% | $8,071+11.2% | $6,690+34.2% |
| Admin fee / account holder | $3,946 | $15,053-73.8% | $13,006-69.7% | $13,400-70.6% |