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 | $125,284 | $115,810+8.2% | $101,271+23.7% | $158,966-21.2% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 15.16% | 56.15%-41.0pp | 46.48%-31.3pp | 302.95%-287.8pp |
| Employer contribution / active EE | $3,255 | $4,175-22.0% | $3,660-11.1% | $4,762-31.7% |
| Participant deferral / active EE | $6,020 | $4,958+21.4% | $4,371+37.7% | $5,983+0.6% |
| Admin fee / account holder | $764 | $7,248-89.5% | $5,948-87.2% | $11,250-93.2% |