Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,029 | $108,922-42.1% | $100,398-37.2% | $145,978-56.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.51% | 58.04%-47.5pp | 49.32%-38.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $7,956 | $4,426+79.8% | $3,946+101.6% | $4,662+70.7% |
| Participant deferral / active EE | $13,751 | $8,450+62.7% | $8,084+70.1% | $6,690+105.6% |
| Admin fee / account holder | $21,321 | $9,680+120.3% | $7,893+170.1% | $13,400+59.1% |