Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,842 | $183,627-33.6% | $155,602-21.7% | $145,978-16.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 11.06% | 61.32%-50.3pp | 64.81%-53.7pp | 550.52%-539.5pp |
| Employer contribution / active EE | $4,576 | $5,316-13.9% | $4,675-2.1% | $4,662-1.8% |
| Participant deferral / active EE | $8,220 | $6,466+27.1% | $5,629+46.0% | $6,690+22.9% |
| Admin fee / account holder | $28,795 | $19,327+49.0% | $15,923+80.8% | $13,400+114.9% |