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 | $91,483 | $202,463-54.8% | $169,397-46.0% | $139,487-34.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.98% | 532.64%-516.7pp | 406.23%-390.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $7,296 | $4,694+55.4% | $4,013+81.8% | $4,755+53.4% |
| Participant deferral / active EE | $15,545 | $6,941+124.0% | $6,223+149.8% | $6,713+131.6% |
| Admin fee / account holder | $321 | $10,726-97.0% | $9,017-96.4% | $11,407-97.2% |