Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $104,130 | $183,539-43.3% | $155,556-33.1% | $145,897-28.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.12% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,508 | $5,315-71.6% | $4,675-67.7% | $4,663-67.7% |
| Participant deferral / active EE | $9,290 | $6,467+43.7% | $5,631+65.0% | $6,689+38.9% |
| Admin fee / account holder | $460 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |