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 | $106,722 | $65,434+63.1% | $98,483+8.4% | $85,847+24.3% |
| Participation rate | 72.9% | 65.0%+7.9pp | 73.3%-0.5pp | 69.3%+3.6pp |
| Annual return | 13.04% | 21.75%-8.7pp | 1494.38%-1481.3pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,756 | $2,169-19.0% | $2,961-40.7% | $2,565-31.6% |
| Participant deferral / active EE | $3,715 | $3,168+17.3% | $4,276-13.1% | $3,952-6.0% |
| Admin fee / account holder | $5,830 | $4,595+26.9% | $5,953-2.1% | $6,261-6.9% |