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 | $111,319 | $166,268-33.0% | $165,100-32.6% | $145,897-23.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.75% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,914 | $5,284-25.9% | $4,348-10.0% | $4,663-16.1% |
| Participant deferral / active EE | $17,266 | $6,964+147.9% | $6,035+186.1% | $6,689+158.1% |
| Admin fee / account holder | $6,540 | $16,659-60.7% | $12,696-48.5% | $13,390-51.2% |