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 | $170,775 | $176,120-3.0% | $159,487+7.1% | $167,553+1.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.24% | 331.95%-321.7pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $2,328 | $5,299-56.1% | $4,831-51.8% | $4,840-51.9% |
| Participant deferral / active EE | $6,849 | $7,752-11.6% | $7,354-6.9% | $6,343+8.0% |
| Admin fee / account holder | $646 | $12,561-94.9% | $10,804-94.0% | $12,316-94.8% |