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 | $125,060 | $196,972-36.5% | $182,262-31.4% | $198,609-37.0% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 16.73% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,868 | $5,364-46.5% | $5,046-43.2% | $5,055-43.3% |
| Participant deferral / active EE | $7,419 | $8,643-14.2% | $8,276-10.4% | $6,977+6.3% |
| Admin fee / account holder | $6,327 | $18,429-65.7% | $16,712-62.1% | $19,030-66.8% |