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 | $92,200 | $108,825-15.3% | $156,181-41.0% | $82,448+11.8% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.8pp | 68.1%+28.5pp |
| Annual return | 80.40% | 20.59%+59.8pp | 64.87%+15.5pp | 41.64%+38.8pp |
| Employer contribution / active EE | $5,148 | $2,870+79.4% | $4,294+19.9% | $2,551+101.8% |
| Participant deferral / active EE | $10,849 | $4,577+137.0% | $6,132+76.9% | $4,139+162.1% |
| Admin fee / account holder | $5,937 | $9,341-36.4% | $14,586-59.3% | $7,234-17.9% |