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 | $97,930 | $176,105-44.4% | $159,474-38.6% | $167,536-41.5% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.46% | 331.91%-314.5pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $979 | $5,299-81.5% | $4,831-79.7% | $4,839-79.8% |
| Participant deferral / active EE | $5,743 | $7,751-25.9% | $7,353-21.9% | $6,342-9.5% |
| Admin fee / account holder | $5,372 | $12,559-57.2% | $10,802-50.3% | $12,315-56.4% |