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 | $110,813 | $209,422-47.1% | $178,503-37.9% | $158,982-30.3% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 17.09% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $3,612 | $5,707-36.7% | $5,011-27.9% | $4,763-24.2% |
| Participant deferral / active EE | $3,406 | $5,955-42.8% | $5,202-34.5% | $5,983-43.1% |
| Admin fee / account holder | $454 | $17,079-97.3% | $13,987-96.8% | $11,252-96.0% |