Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,684 | $185,883-49.1% | $170,043-44.3% | $139,466-32.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.64% | 60.54%-34.9pp | 53.40%-27.8pp | 373.66%-348.0pp |
| Employer contribution / active EE | $26,233 | $7,596+245.3% | $6,790+286.4% | $4,754+451.8% |
| Participant deferral / active EE | $16,188 | $11,626+39.2% | $10,410+55.5% | $6,712+141.2% |
| Admin fee / account holder | $1,245 | $15,393-91.9% | $12,824-90.3% | $11,409-89.1% |