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 | $111,770 | $183,516-39.1% | $155,534-28.1% | $145,884-23.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.94% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $8,000 | $5,315+50.5% | $4,675+71.1% | $4,662+71.6% |
| Participant deferral / active EE | $5,912 | $6,467-8.6% | $5,630+5.0% | $6,690-11.6% |
| Admin fee / account holder | $847 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |