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 | $75,247 | $197,637-61.9% | $177,848-57.7% | $158,982-52.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 22.91% | 58.77%-35.9pp | 48.33%-25.4pp | 302.99%-280.1pp |
| Employer contribution / active EE | $12,172 | $6,698+81.7% | $5,919+105.7% | $4,763+155.6% |
| Participant deferral / active EE | $11,179 | $8,405+33.0% | $7,714+44.9% | $5,983+86.8% |
| Admin fee / account holder | $480 | $15,406-96.9% | $12,431-96.1% | $11,252-95.7% |