Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,123 | $107,368-64.5% | $92,915-59.0% | $152,909-75.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 25.86% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $9,710 | $4,222+130.0% | $3,653+165.8% | $4,764+103.8% |
| Participant deferral / active EE | $5,879 | $4,848+21.3% | $4,238+38.7% | $5,851+0.5% |
| Admin fee / account holder | $305 | $7,082-95.7% | $5,796-94.7% | $11,601-97.4% |