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 | $131,445 | $196,972-33.3% | $182,262-27.9% | $198,609-33.8% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 15.96% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $13,505 | $5,364+151.8% | $5,046+167.7% | $5,055+167.1% |
| Participant deferral / active EE | $6,562 | $8,643-24.1% | $8,276-20.7% | $6,977-5.9% |
| Admin fee / account holder | $1,651 | $18,429-91.0% | $16,712-90.1% | $19,030-91.3% |