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 | $147,880 | $217,432-32.0% | $185,849-20.4% | $167,536-11.7% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 16.91% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,209 | $5,875-62.4% | $5,169-57.3% | $4,839-54.3% |
| Participant deferral / active EE | $7,865 | $6,357+23.7% | $5,569+41.2% | $6,342+24.0% |
| Admin fee / account holder | $1,038 | $19,818-94.8% | $16,244-93.6% | $12,315-91.6% |