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 | $102,048 | $121,677-16.1% | $104,625-2.5% | $158,966-35.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 16.28% | 465.58%-449.3pp | 340.60%-324.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,204 | $3,165-30.4% | $2,681-17.8% | $4,762-53.7% |
| Participant deferral / active EE | $7,627 | $4,175+82.7% | $3,738+104.1% | $5,983+27.5% |
| Admin fee / account holder | $3,364 | $7,777-56.7% | $6,465-48.0% | $11,250-70.1% |