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 | $123,082 | $227,399-45.9% | $189,758-35.1% | $198,609-38.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 12.11% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $11,605 | $5,526+110.0% | $4,767+143.5% | $5,055+129.6% |
| Participant deferral / active EE | $4,309 | $6,837-37.0% | $5,856-26.4% | $6,977-38.2% |
| Admin fee / account holder | $344 | $25,162-98.6% | $20,388-98.3% | $19,030-98.2% |