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 | $103,610 | $166,020-37.6% | $164,866-37.2% | $145,959-29.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.3pp |
| Annual return | 11.27% | 100.08%-88.8pp | 69.97%-58.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $4,865 | $5,275-7.8% | $4,343+12.0% | $4,661+4.4% |
| Participant deferral / active EE | $12,907 | $6,961+85.4% | $6,033+113.9% | $6,689+93.0% |
| Admin fee / account holder | $3,171 | $16,644-81.0% | $12,689-75.0% | $13,398-76.3% |