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 | $62,855 | $166,268-62.2% | $165,100-61.9% | $145,897-56.9% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 12.99% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $5,619 | $5,284+6.3% | $4,348+29.2% | $4,663+20.5% |
| Participant deferral / active EE | $9,195 | $6,964+32.0% | $6,035+52.3% | $6,689+37.5% |
| Admin fee / account holder | $17,825 | $16,659+7.0% | $12,696+40.4% | $13,390+33.1% |