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 | $126,624 | $148,558-14.8% | $135,925-6.8% | $139,427-9.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 13.43% | 79.22%-65.8pp | 68.25%-54.8pp | 373.27%-359.8pp |
| Employer contribution / active EE | $8,507 | $5,244+62.2% | $4,857+75.2% | $4,752+79.0% |
| Participant deferral / active EE | $9,635 | $8,101+18.9% | $7,759+24.2% | $6,711+43.6% |
| Admin fee / account holder | $7,601 | $12,401-38.7% | $10,764-29.4% | $11,404-33.4% |