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 | $124,452 | $126,519-1.6% | $106,201+17.2% | $145,959-14.7% |
| Participation rate | 94.1% | 77.7%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 15.87% | 225.10%-209.2pp | 116.26%-100.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $5,086 | $3,726+36.5% | $3,170+60.5% | $4,661+9.1% |
| Participant deferral / active EE | $11,442 | $5,716+100.2% | $5,012+128.3% | $6,689+71.1% |
| Admin fee / account holder | $640 | $17,312-96.3% | $11,039-94.2% | $13,398-95.2% |