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 | $92,638 | $118,869-22.1% | $96,575-4.1% | $167,518-44.7% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.7pp |
| Annual return | 16.55% | 50.49%-33.9pp | 37.79%-21.2pp | 478.71%-462.2pp |
| Employer contribution / active EE | $8,978 | $3,120+187.7% | $2,357+280.9% | $4,838+85.5% |
| Participant deferral / active EE | $5,686 | $4,616+23.2% | $3,849+47.7% | $6,342-10.3% |
| Admin fee / account holder | $434 | $8,067-94.6% | $6,182-93.0% | $12,312-96.5% |