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 | $70,054 | $159,978-56.2% | $147,041-52.4% | $145,978-52.0% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.98% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $4,709 | $5,288-10.9% | $4,935-4.6% | $4,662+1.0% |
| Participant deferral / active EE | $9,365 | $8,429+11.1% | $8,071+16.0% | $6,690+40.0% |
| Admin fee / account holder | $1,932 | $15,053-87.2% | $13,006-85.1% | $13,400-85.6% |