Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,614 | $125,778-59.8% | $114,563-55.8% | $154,746-67.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.9%+18.0pp | 80.7%+10.2pp |
| Annual return | 15.73% | 295.14%-279.4pp | 241.09%-225.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,670 | $2,806-4.8% | $2,592+3.0% | $4,379-39.0% |
| Participant deferral / active EE | $4,827 | $4,445+8.6% | $4,142+16.5% | $6,730-28.3% |
| Admin fee / account holder | $340 | $8,190-95.9% | $7,623-95.5% | $14,365-97.6% |