Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $72,791 | $175,259-58.5% | $149,723-51.4% | $139,487-47.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.92% | 166.82%-147.9pp | 134.50%-115.6pp | 373.84%-354.9pp |
| Employer contribution / active EE | $8,955 | $5,478+63.5% | $4,821+85.7% | $4,755+88.3% |
| Participant deferral / active EE | $5,022 | $6,522-23.0% | $5,682-11.6% | $6,713-25.2% |
| Admin fee / account holder | $682 | $16,158-95.8% | $13,215-94.8% | $11,407-94.0% |