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 | $89,533 | $70,366+27.2% | $66,674+34.3% | $138,895-35.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 15.52% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,110 | $2,765-23.7% | $2,620-19.5% | $4,194-49.7% |
| Participant deferral / active EE | $11,108 | $4,374+154.0% | $4,084+172.0% | $6,396+73.7% |
| Admin fee / account holder | $2,561 | $5,262-51.3% | $5,098-49.8% | $12,562-79.6% |