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 | $156,206 | $138,102+13.1% | $125,381+24.6% | $134,532+16.1% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -14.31% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $4,310 | $5,245-17.8% | $4,815-10.5% | $4,741-9.1% |
| Participant deferral / active EE | $10,544 | $7,801+35.2% | $7,448+41.6% | $6,401+64.7% |
| Admin fee / account holder | $71,455 | $11,568+517.7% | $10,007+614.0% | $11,429+525.2% |