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 | $89,665 | $148,582-39.7% | $135,942-34.0% | $139,456-35.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 20.19% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $4,698 | $5,245-10.4% | $4,858-3.3% | $4,753-1.1% |
| Participant deferral / active EE | $14,456 | $8,101+78.4% | $7,759+86.3% | $6,711+115.4% |
| Admin fee / account holder | $680 | $12,402-94.5% | $10,764-93.7% | $11,407-94.0% |