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 | $153,804 | $183,516-16.2% | $155,534-1.1% | $145,884+5.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 18.47% | 61.43%-43.0pp | 64.92%-46.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $9,613 | $5,315+80.9% | $4,675+105.6% | $4,662+106.2% |
| Participant deferral / active EE | $4,667 | $6,467-27.8% | $5,630-17.1% | $6,690-30.2% |
| Admin fee / account holder | $12,078 | $19,293-37.4% | $15,900-24.0% | $13,392-9.8% |