Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,238 | $160,028-42.4% | $147,080-37.3% | $145,884-36.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 28.43% | 98.60%-70.2pp | 420.17%-391.7pp | 551.85%-523.4pp |
| Employer contribution / active EE | $5,418 | $5,286+2.5% | $4,933+9.8% | $4,662+16.2% |
| Participant deferral / active EE | $10,916 | $8,422+29.6% | $8,066+35.3% | $6,690+63.2% |
| Admin fee / account holder | $15,573 | $15,030+3.6% | $12,989+19.9% | $13,392+16.3% |