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 | $89,813 | $115,814-22.5% | $101,275-11.3% | $158,982-43.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 20.99% | 56.16%-35.2pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $4,186 | $4,176+0.3% | $3,660+14.4% | $4,763-12.1% |
| Participant deferral / active EE | $9,012 | $4,958+81.8% | $4,371+106.2% | $5,983+50.6% |
| Admin fee / account holder | $2,753 | $7,249-62.0% | $5,948-53.7% | $11,252-75.5% |