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 | $110,638 | $165,361-33.1% | $149,715-26.1% | $158,950-30.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 19.26% | 348.24%-329.0pp | 276.66%-257.4pp | 302.91%-283.7pp |
| Employer contribution / active EE | $6,215 | $5,103+21.8% | $4,645+33.8% | $4,762+30.5% |
| Participant deferral / active EE | $9,889 | $7,182+37.7% | $6,842+44.5% | $5,983+65.3% |
| Admin fee / account holder | $5,123 | $10,808-52.6% | $9,310-45.0% | $11,248-54.5% |