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 | $158,597 | $175,257-9.5% | $149,717+5.9% | $139,456+13.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.41% | 166.70%-144.3pp | 134.41%-112.0pp | 373.45%-351.0pp |
| Employer contribution / active EE | $2,502 | $5,477-54.3% | $4,820-48.1% | $4,753-47.4% |
| Participant deferral / active EE | $7,825 | $6,521+20.0% | $5,682+37.7% | $6,711+16.6% |
| Admin fee / account holder | $895 | $16,156-94.5% | $13,213-93.2% | $11,407-92.2% |