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 | $101,195 | $217,432-53.5% | $185,849-45.6% | $167,536-39.6% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 11.79% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $5,319 | $5,875-9.5% | $5,169+2.9% | $4,839+9.9% |
| Participant deferral / active EE | $4,829 | $6,357-24.0% | $5,569-13.3% | $6,342-23.9% |
| Admin fee / account holder | $928 | $19,818-95.3% | $16,244-94.3% | $12,315-92.5% |