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 | $123,135 | $183,539-32.9% | $155,556-20.8% | $145,897-15.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.31% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $9,336 | $5,315+75.6% | $4,675+99.7% | $4,663+100.2% |
| Participant deferral / active EE | $9,321 | $6,467+44.1% | $5,631+65.5% | $6,689+39.3% |
| Admin fee / account holder | $1,477 | $19,275-92.3% | $15,885-90.7% | $13,390-89.0% |