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 | $51,822 | $175,231-70.4% | $149,696-65.4% | $139,466-62.8% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 17.49% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,409 | $5,478-56.0% | $4,821-50.0% | $4,754-49.3% |
| Participant deferral / active EE | $7,993 | $6,521+22.6% | $5,682+40.7% | $6,712+19.1% |
| Admin fee / account holder | $699 | $16,155-95.7% | $13,212-94.7% | $11,409-93.9% |