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 | $91,083 | $196,972-53.8% | $182,262-50.0% | $198,609-54.1% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 17.77% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $4,508 | $5,364-16.0% | $5,046-10.7% | $5,055-10.8% |
| Participant deferral / active EE | $9,644 | $8,643+11.6% | $8,276+16.5% | $6,977+38.2% |
| Admin fee / account holder | $3,825 | $18,429-79.2% | $16,712-77.1% | $19,030-79.9% |