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 | $96,931 | $72,071+34.5% | $68,368+41.8% | $137,256-29.4% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.0%+1.0pp |
| Annual return | 13.27% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,762 | $2,788+70.8% | $2,649+79.8% | $4,156+14.6% |
| Participant deferral / active EE | $6,690 | $4,410+51.7% | $4,123+62.3% | $6,407+4.4% |
| Admin fee / account holder | $12,642 | $5,336+136.9% | $5,150+145.5% | $12,270+3.0% |