Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,818 | $196,972-58.0% | $182,262-54.6% | $198,609-58.3% |
| Participation rate | 78.9% | 85.7%-6.7pp | 84.2%-5.3pp | 82.4%-3.4pp |
| Annual return | 14.96% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,807 | $5,364-47.7% | $5,046-44.4% | $5,055-44.5% |
| Participant deferral / active EE | $8,274 | $8,643-4.3% | $8,2760% | $6,977+18.6% |
| Admin fee / account holder | $21,975 | $18,429+19.2% | $16,712+31.5% | $19,030+15.5% |