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 | $63,009 | $148,623-57.6% | $135,974-53.7% | $139,466-54.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 63.95% | 79.30%-15.3pp | 68.30%-4.4pp | 373.66%-309.7pp |
| Employer contribution / active EE | $2,086 | $5,246-60.2% | $4,859-57.1% | $4,754-56.1% |
| Participant deferral / active EE | $7,614 | $8,103-6.0% | $7,760-1.9% | $6,712+13.4% |
| Admin fee / account holder | $3,175 | $12,406-74.4% | $10,767-70.5% | $11,409-72.2% |