Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,668 | $185,883-46.9% | $170,043-42.0% | $139,466-29.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.57% | 60.54%-29.0pp | 53.40%-21.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $5,083 | $7,596-33.1% | $6,790-25.1% | $4,754+6.9% |
| Participant deferral / active EE | $21,024 | $11,626+80.8% | $10,410+102.0% | $6,712+213.2% |
| Admin fee / account holder | $8,989 | $15,393-41.6% | $12,824-29.9% | $11,409-21.2% |