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 | $121,663 | $208,088-41.5% | $186,193-34.7% | $154,746-21.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 24.60% | 89.97%-65.4pp | 78.03%-53.4pp | 172.34%-147.7pp |
| Employer contribution / active EE | $7,061 | $4,340+62.7% | $3,918+80.2% | $4,379+61.2% |
| Participant deferral / active EE | $15,775 | $7,078+122.9% | $6,513+142.2% | $6,730+134.4% |
| Admin fee / account holder | $559 | $11,698-95.2% | $11,058-94.9% | $14,365-96.1% |