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 | $171,877 | $209,425-17.9% | $178,499-3.7% | $158,966+8.1% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 14.81% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $5,792 | $5,707+1.5% | $5,011+15.6% | $4,762+21.6% |
| Participant deferral / active EE | $4,570 | $5,955-23.3% | $5,202-12.2% | $5,983-23.6% |
| Admin fee / account holder | $3,567 | $17,078-79.1% | $13,986-74.5% | $11,250-68.3% |