Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,851 | $183,539-69.0% | $155,556-63.5% | $145,897-61.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.68% | 61.31%-44.6pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,826 | $5,315-46.8% | $4,675-39.6% | $4,663-39.4% |
| Participant deferral / active EE | $11,357 | $6,467+75.6% | $5,631+101.7% | $6,689+69.8% |
| Admin fee / account holder | $964 | $19,275-95.0% | $15,885-93.9% | $13,390-92.8% |