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 | $81,476 | $160,040-49.1% | $147,096-44.6% | $145,877-44.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.86% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,717 | $5,289-48.6% | $4,936-44.9% | $4,663-41.7% |
| Participant deferral / active EE | $10,235 | $8,429+21.4% | $8,071+26.8% | $6,691+53.0% |
| Admin fee / account holder | $322 | $15,050-97.9% | $13,005-97.5% | $13,402-97.6% |