Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,605 | $160,070-80.3% | $147,117-78.5% | $145,897-78.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 19.68% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,437 | $5,285-53.9% | $4,932-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $8,280 | $8,419-1.7% | $8,065+2.7% | $6,689+23.8% |
| Admin fee / account holder | $764 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |