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 | $72,187 | $102,429-29.5% | $147,096-50.9% | $80,925-10.8% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 18.19% | 135.02%-116.8pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $3,084 | $3,716-17.0% | $4,936-37.5% | $2,756+11.9% |
| Participant deferral / active EE | $8,459 | $6,649+27.2% | $8,071+4.8% | $4,299+96.8% |
| Admin fee / account holder | $899 | $7,957-88.7% | $13,005-93.1% | $6,940-87.0% |