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 | $113,704 | $166,242-31.6% | $165,071-31.1% | $145,884-22.1% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 12.72% | 100.44%-87.7pp | 70.17%-57.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,448 | $5,283+59.9% | $4,347+94.3% | $4,662+81.2% |
| Participant deferral / active EE | $10,610 | $6,964+52.4% | $6,035+75.8% | $6,690+58.6% |
| Admin fee / account holder | $1,196 | $16,658-92.8% | $12,695-90.6% | $13,392-91.1% |