Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $123,542 | $176,105-29.8% | $159,474-22.5% | $167,536-26.3% |
| Participation rate | 82.6% | 85.0%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 13.64% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $9,347 | $5,299+76.4% | $4,831+93.5% | $4,839+93.1% |
| Participant deferral / active EE | $6,064 | $7,751-21.8% | $7,353-17.5% | $6,342-4.4% |
| Admin fee / account holder | $448 | $12,559-96.4% | $10,802-95.9% | $12,315-96.4% |