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 | $92,101 | $175,231-47.4% | $149,696-38.5% | $139,466-34.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.89% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $4,873 | $5,478-11.0% | $4,821+1.1% | $4,754+2.5% |
| Participant deferral / active EE | $8,750 | $6,521+34.2% | $5,682+54.0% | $6,712+30.4% |
| Admin fee / account holder | $846 | $16,155-94.8% | $13,212-93.6% | $11,409-92.6% |