Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,407 | $166,268-30.6% | $165,100-30.1% | $145,897-20.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 17.31% | 100.52%-83.2pp | 70.21%-52.9pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,113 | $5,284-60.0% | $4,348-51.4% | $4,663-54.7% |
| Participant deferral / active EE | $8,938 | $6,964+28.3% | $6,035+48.1% | $6,689+33.6% |
| Admin fee / account holder | $15,716 | $16,659-5.7% | $12,696+23.8% | $13,390+17.4% |