Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,102 | $156,398-58.4% | $147,318-55.8% | $138,895-53.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $7,268 | $4,853+49.7% | $4,593+58.2% | $4,194+73.3% |
| Participant deferral / active EE | $7,950 | $8,237-3.5% | $7,906+0.5% | $6,396+24.3% |
| Admin fee / account holder | $2,336 | $14,976-84.4% | $13,708-83.0% | $12,562-81.4% |