Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $160,456 | $106,905+50.1% | $84,020+91.0% | $152,885+5.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 8.77% | 105.00%-96.2pp | 71.31%-62.5pp | 345.39%-336.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,552 | $4,012+63.3% | $3,239+102.3% | $5,851+12.0% |
| Admin fee / account holder | $999 | $8,287-87.9% | $6,101-83.6% | $11,598-91.4% |