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 | $55,938 | $165,399-66.2% | $149,745-62.6% | $158,982-64.8% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 18.54% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $6,386 | $5,105+25.1% | $4,646+37.5% | $4,763+34.1% |
| Participant deferral / active EE | $8,369 | $7,183+16.5% | $6,843+22.3% | $5,983+39.9% |
| Admin fee / account holder | $2,943 | $10,811-72.8% | $9,312-68.4% | $11,252-73.8% |