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 | $66,380 | $159,934-58.5% | $147,005-54.8% | $145,959-54.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 15.98% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $5,639 | $5,287+6.6% | $4,934+14.3% | $4,661+21.0% |
| Participant deferral / active EE | $12,802 | $8,427+51.9% | $8,070+58.6% | $6,689+91.4% |
| Admin fee / account holder | $11,903 | $15,053-20.9% | $13,006-8.5% | $13,398-11.2% |