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 | $117,350 | $166,131-29.4% | $164,975-28.9% | $145,877-19.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.09% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,744 | $5,276-48.0% | $4,343-36.8% | $4,663-41.2% |
| Participant deferral / active EE | $6,738 | $6,962-3.2% | $6,033+11.7% | $6,691+0.7% |
| Admin fee / account holder | $382 | $16,648-97.7% | $12,688-97.0% | $13,402-97.1% |