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 | $173,301 | $183,592-5.6% | $155,574+11.4% | $145,877+18.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.71% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $9,699 | $5,317+82.4% | $4,676+107.4% | $4,663+108.0% |
| Participant deferral / active EE | $4,368 | $6,466-32.5% | $5,629-22.4% | $6,691-34.7% |
| Admin fee / account holder | $3,035 | $19,316-84.3% | $15,914-80.9% | $13,402-77.4% |