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 | $102,522 | $157,276-34.8% | $141,177-27.4% | $152,885-32.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 17.73% | 64.33%-46.6pp | 71.40%-53.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $3,412 | $5,262-35.2% | $4,736-28.0% | $4,763-28.4% |
| Participant deferral / active EE | $5,296 | $7,110-25.5% | $6,710-21.1% | $5,851-9.5% |
| Admin fee / account holder | $7,812 | $12,123-35.6% | $10,263-23.9% | $11,598-32.6% |