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 | $117,271 | $105,200+11.5% | $159,474-26.5% | $85,847+36.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 14.12% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $2,271 | $3,319-31.6% | $4,831-53.0% | $2,565-11.5% |
| Participant deferral / active EE | $7,259 | $5,946+22.1% | $7,353-1.3% | $3,952+83.7% |
| Admin fee / account holder | $7,002 | $6,934+1.0% | $10,802-35.2% | $6,261+11.8% |