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 | $67,589 | $105,210-35.8% | $159,487-57.6% | $85,851-21.3% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | 17.18% | 45.08%-27.9pp | 263.71%-246.5pp | 318.63%-301.5pp |
| Employer contribution / active EE | $4,048 | $3,319+21.9% | $4,831-16.2% | $2,565+57.8% |
| Participant deferral / active EE | $6,388 | $5,946+7.4% | $7,354-13.1% | $3,952+61.6% |
| Admin fee / account holder | $1,985 | $6,934-71.4% | $10,804-81.6% | $6,261-68.3% |