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 | $105,070 | $152,612-31.2% | $125,192-16.1% | $152,897-31.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.10% | 54.85%-30.8pp | 43.79%-19.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $5,894 | $4,947+19.1% | $3,866+52.5% | $4,764+23.7% |
| Participant deferral / active EE | $7,499 | $5,868+27.8% | $4,937+51.9% | $5,851+28.2% |
| Admin fee / account holder | $1,141 | $13,437-91.5% | $9,704-88.2% | $11,599-90.2% |