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 | $176,122 | $209,422-15.9% | $178,503-1.3% | $158,982+10.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 32.45% | 188.81%-156.4pp | 151.12%-118.7pp | 302.99%-270.5pp |
| Employer contribution / active EE | $9,672 | $5,707+69.5% | $5,011+93.0% | $4,763+103.1% |
| Participant deferral / active EE | $6,403 | $5,955+7.5% | $5,202+23.1% | $5,983+7.0% |
| Admin fee / account holder | $1,478 | $17,079-91.3% | $13,987-89.4% | $11,252-86.9% |