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 | $118,351 | $111,830+5.8% | $93,696+26.3% | $145,884-18.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+14.9pp |
| Annual return | 10.87% | 204.08%-193.2pp | 133.74%-122.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $4,183 | $3,093+35.2% | $2,422+72.7% | $4,662-10.3% |
| Participant deferral / active EE | $6,157 | $4,920+25.1% | $4,417+39.4% | $6,690-8.0% |
| Admin fee / account holder | $2,148 | $10,249-79.0% | $8,287-74.1% | $13,392-84.0% |