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 | $100,047 | $103,008-2.9% | $90,304+10.8% | $152,897-34.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 16.77% | 95.22%-78.4pp | 78.13%-61.4pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,160 | $3,139-63.1% | $2,855-59.4% | $4,764-75.6% |
| Participant deferral / active EE | $10,320 | $4,281+141.0% | $3,885+165.6% | $5,851+76.4% |
| Admin fee / account holder | $741 | $6,175-88.0% | $5,354-86.2% | $11,599-93.6% |