Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,411 | $183,539-57.8% | $155,556-50.2% | $145,897-46.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.22% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,385 | $5,315-36.3% | $4,675-27.6% | $4,663-27.4% |
| Participant deferral / active EE | $11,561 | $6,467+78.8% | $5,631+105.3% | $6,689+72.8% |
| Admin fee / account holder | $648 | $19,275-96.6% | $15,885-95.9% | $13,390-95.2% |