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 | $88,555 | $166,242-46.7% | $165,071-46.4% | $145,884-39.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 20.96% | 100.44%-79.5pp | 70.17%-49.2pp | 551.85%-530.9pp |
| Employer contribution / active EE | $10,608 | $5,283+100.8% | $4,347+144.0% | $4,662+127.5% |
| Participant deferral / active EE | $12,852 | $6,964+84.5% | $6,035+112.9% | $6,690+92.1% |
| Admin fee / account holder | $5,076 | $16,658-69.5% | $12,695-60.0% | $13,392-62.1% |