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 | $87,770 | $159,934-45.1% | $147,005-40.3% | $145,959-39.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 18.74% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $6,180 | $5,287+16.9% | $4,934+25.3% | $4,661+32.6% |
| Participant deferral / active EE | $9,074 | $8,427+7.7% | $8,070+12.4% | $6,689+35.7% |
| Admin fee / account holder | $7,706 | $15,053-48.8% | $13,006-40.8% | $13,398-42.5% |