Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,445 | $176,105-50.9% | $159,474-45.8% | $167,536-48.4% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 16.83% | 331.91%-315.1pp | 263.68%-246.8pp | 478.82%-462.0pp |
| Employer contribution / active EE | $6,797 | $5,299+28.3% | $4,831+40.7% | $4,839+40.5% |
| Participant deferral / active EE | $7,540 | $7,751-2.7% | $7,353+2.5% | $6,342+18.9% |
| Admin fee / account holder | $836 | $12,559-93.3% | $10,802-92.3% | $12,315-93.2% |