Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $75,549 | $209,422-63.9% | $178,503-57.7% | $158,982-52.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 32.76% | 188.81%-156.0pp | 151.12%-118.4pp | 302.99%-270.2pp |
| Employer contribution / active EE | $3,134 | $5,707-45.1% | $5,011-37.5% | $4,763-34.2% |
| Participant deferral / active EE | $6,165 | $5,955+3.5% | $5,202+18.5% | $5,983+3.0% |
| Admin fee / account holder | $3,164 | $17,079-81.5% | $13,987-77.4% | $11,252-71.9% |