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 | $105,373 | $157,296-33.0% | $141,191-25.4% | $152,897-31.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.62% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $16,886 | $5,262+220.9% | $4,736+256.5% | $4,764+254.5% |
| Participant deferral / active EE | $6,422 | $7,111-9.7% | $6,710-4.3% | $5,851+9.8% |
| Admin fee / account holder | $913 | $12,125-92.5% | $10,264-91.1% | $11,599-92.1% |