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 | $32,714 | $160,028-79.6% | $147,080-77.8% | $145,884-77.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 11.24% | 98.60%-87.4pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,436 | $5,286-16.1% | $4,933-10.1% | $4,662-4.8% |
| Participant deferral / active EE | $8,547 | $8,422+1.5% | $8,066+6.0% | $6,690+27.8% |
| Admin fee / account holder | $2,149 | $15,030-85.7% | $12,989-83.5% | $13,392-84.0% |