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 | $177,743 | $166,089+7.0% | $164,928+7.8% | $145,978+21.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.82% | 100.26%-89.4pp | 70.08%-59.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,845 | $6,961+27.1% | $6,034+46.6% | $6,690+32.2% |
| Admin fee / account holder | $2,039 | $16,641-87.7% | $12,684-83.9% | $13,400-84.8% |