Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $115,635 | $183,592-37.0% | $155,574-25.7% | $145,877-20.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.87% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,237 | $5,317-39.1% | $4,676-30.8% | $4,663-30.6% |
| Participant deferral / active EE | $7,577 | $6,466+17.2% | $5,629+34.6% | $6,691+13.2% |
| Admin fee / account holder | $31,200 | $19,316+61.5% | $15,914+96.0% | $13,402+132.8% |