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 | $87,800 | $202,440-56.6% | $169,390-48.2% | $139,466-37.0% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.2%+12.8pp | 80.3%+9.7pp |
| Annual return | 13.69% | 532.36%-518.7pp | 406.07%-392.4pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,765 | $4,693-41.1% | $4,013-31.1% | $4,754-41.8% |
| Participant deferral / active EE | $5,430 | $6,940-21.8% | $6,222-12.7% | $6,712-19.1% |
| Admin fee / account holder | $2,894 | $10,722-73.0% | $9,015-67.9% | $11,409-74.6% |