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 | $63,987 | $93,345-31.5% | $119,126-46.3% | $87,485-26.9% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 54.03% | 19.08%+34.9pp | 282.11%-228.1pp | 26.06%+28.0pp |
| Employer contribution / active EE | $8,545 | $3,172+169.4% | $4,034+111.9% | $2,596+229.1% |
| Participant deferral / active EE | $5,401 | $4,099+31.8% | $5,318+1.6% | $4,274+26.4% |
| Admin fee / account holder | $1,796 | $8,039-77.7% | $10,693-83.2% | $7,775-76.9% |