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 | $90,882 | $197,637-54.0% | $177,848-48.9% | $158,982-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.66% | 58.77%-40.1pp | 48.33%-29.7pp | 302.99%-284.3pp |
| Employer contribution / active EE | $7,413 | $6,698+10.7% | $5,919+25.2% | $4,763+55.6% |
| Participant deferral / active EE | $15,090 | $8,405+79.5% | $7,714+95.6% | $5,983+152.2% |
| Admin fee / account holder | $1,684 | $15,406-89.1% | $12,431-86.5% | $11,252-85.0% |