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 | $115,286 | $102,385+12.6% | $147,080-21.6% | $80,935+42.4% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 17.35% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,037 | $3,717-18.3% | $4,933-38.4% | $2,757+10.2% |
| Participant deferral / active EE | $7,423 | $6,651+11.6% | $8,066-8.0% | $4,299+72.6% |
| Admin fee / account holder | $8,596 | $7,951+8.1% | $12,989-33.8% | $6,924+24.1% |