Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $159,670 | $183,592-13.0% | $155,574+2.6% | $145,877+9.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.41% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $9,806 | $5,317+84.4% | $4,676+109.7% | $4,663+110.3% |
| Participant deferral / active EE | $3,556 | $6,466-45.0% | $5,629-36.8% | $6,691-46.8% |
| Admin fee / account holder | $1,569 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |