Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $91,293 | $178,174-48.8% | $156,181-41.5% | $137,256-33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.41% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,955 | $4,972-20.5% | $4,294-7.9% | $4,156-4.8% |
| Participant deferral / active EE | $6,496 | $6,888-5.7% | $6,132+5.9% | $6,407+1.4% |
| Admin fee / account holder | $1,761 | $17,404-89.9% | $14,586-87.9% | $12,270-85.7% |