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 | $121,618 | $202,440-39.9% | $169,390-28.2% | $139,466-12.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.2%+15.1pp | 80.3%+12.0pp |
| Annual return | 13.23% | 532.36%-519.1pp | 406.07%-392.8pp | 373.66%-360.4pp |
| Employer contribution / active EE | $3,787 | $4,693-19.3% | $4,013-5.6% | $4,754-20.3% |
| Participant deferral / active EE | $6,978 | $6,940+0.5% | $6,222+12.1% | $6,712+4.0% |
| Admin fee / account holder | $4,252 | $10,722-60.3% | $9,015-52.8% | $11,409-62.7% |