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 | $122,606 | $201,344-39.1% | $184,243-33.5% | $145,877-16.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 72.03% | 29.01%+43.0pp | 28.82%+43.2pp | 551.28%-479.3pp |
| Employer contribution / active EE | $5,903 | $7,022-15.9% | $6,427-8.2% | $4,663+26.6% |
| Participant deferral / active EE | $12,977 | $9,807+32.3% | $9,132+42.1% | $6,691+94.0% |
| Admin fee / account holder | $2,931 | $16,382-82.1% | $13,914-78.9% | $13,402-78.1% |