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 | $183,282 | $144,130+27.2% | $117,861+55.5% | $147,586+24.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 24.96% | 531.20%-506.2pp | 335.11%-310.1pp | 578.59%-553.6pp |
| Employer contribution / active EE | $1,200 | $4,897-75.5% | $3,786-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $4,211 | $5,316-20.8% | $4,482-6.1% | $5,439-22.6% |
| Admin fee / account holder | $2,522 | $10,887-76.8% | $8,021-68.6% | $10,886-76.8% |