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 | $110,378 | $183,627-39.9% | $155,602-29.1% | $145,978-24.4% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.2pp | 80.3%+14.2pp |
| Annual return | 16.59% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $9,843 | $5,316+85.1% | $4,675+110.5% | $4,662+111.1% |
| Participant deferral / active EE | $9,098 | $6,466+40.7% | $5,629+61.6% | $6,690+36.0% |
| Admin fee / account holder | $2,474 | $19,327-87.2% | $15,923-84.5% | $13,400-81.5% |