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 | $77,401 | $88,710-12.7% | $81,783-5.4% | $145,959-47.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 15.74% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,398 | $3,083-54.6% | $2,913-52.0% | $4,661-70.0% |
| Participant deferral / active EE | $3,575 | $4,645-23.0% | $4,320-17.3% | $6,689-46.6% |
| Admin fee / account holder | $559 | $8,407-93.4% | $7,380-92.4% | $13,398-95.8% |