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 | $132,080 | $183,539-28.0% | $155,556-15.1% | $145,897-9.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 14.91% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $7,941 | $5,315+49.4% | $4,675+69.8% | $4,663+70.3% |
| Participant deferral / active EE | $8,615 | $6,467+33.2% | $5,631+53.0% | $6,689+28.8% |
| Admin fee / account holder | $4,373 | $19,275-77.3% | $15,885-72.5% | $13,390-67.3% |