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 | $111,033 | $183,592-39.5% | $155,574-28.6% | $145,877-23.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.86% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,623 | $5,317+24.6% | $4,676+41.7% | $4,663+42.0% |
| Participant deferral / active EE | $8,351 | $6,466+29.1% | $5,629+48.3% | $6,691+24.8% |
| Admin fee / account holder | $1,335 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |