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 | $81,155 | $148,623-45.4% | $135,974-40.3% | $139,466-41.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.32% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $6,189 | $5,246+18.0% | $4,859+27.4% | $4,754+30.2% |
| Participant deferral / active EE | $19,866 | $8,103+145.2% | $7,760+156.0% | $6,712+196.0% |
| Admin fee / account holder | $30,165 | $12,406+143.2% | $10,767+180.2% | $11,409+164.4% |