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 | $103,868 | $160,040-35.1% | $147,096-29.4% | $145,877-28.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 15.34% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $7,674 | $5,289+45.1% | $4,936+55.5% | $4,663+64.6% |
| Participant deferral / active EE | $27,264 | $8,429+223.5% | $8,071+237.8% | $6,691+307.5% |
| Admin fee / account holder | $8,331 | $15,050-44.6% | $13,005-35.9% | $13,402-37.8% |