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 | $77,365 | $148,629-47.9% | $135,982-43.1% | $139,487-44.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.82% | 79.33%-49.5pp | 68.32%-38.5pp | 373.84%-344.0pp |
| Employer contribution / active EE | $1,859 | $5,247-64.6% | $4,859-61.7% | $4,755-60.9% |
| Participant deferral / active EE | $14,358 | $8,102+77.2% | $7,760+85.0% | $6,713+113.9% |
| Admin fee / account holder | $4,607 | $12,406-62.9% | $10,767-57.2% | $11,407-59.6% |