Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,805 | $185,883-65.1% | $170,043-61.9% | $139,466-53.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.04% | 60.54%-41.5pp | 53.40%-34.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $3,161 | $7,596-58.4% | $6,790-53.4% | $4,754-33.5% |
| Participant deferral / active EE | $13,797 | $11,626+18.7% | $10,410+32.5% | $6,712+105.6% |
| Admin fee / account holder | $416 | $15,393-97.3% | $12,824-96.8% | $11,409-96.4% |