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 | $72,729 | $112,121-35.1% | $95,960-24.2% | $158,966-54.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 7.14% | 171.16%-164.0pp | 91.63%-84.5pp | 302.95%-295.8pp |
| Employer contribution / active EE | $2,214 | $3,199-30.8% | $2,541-12.9% | $4,762-53.5% |
| Participant deferral / active EE | $4,548 | $4,784-4.9% | $4,167+9.2% | $5,983-24.0% |
| Admin fee / account holder | $1,927 | $10,135-81.0% | $6,797-71.6% | $11,250-82.9% |