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 | $116,585 | $160,028-27.1% | $147,080-20.7% | $145,884-20.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.16% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $9,474 | $5,286+79.2% | $4,933+92.0% | $4,662+103.2% |
| Participant deferral / active EE | $16,582 | $8,422+96.9% | $8,066+105.6% | $6,690+147.9% |
| Admin fee / account holder | $2,487 | $15,030-83.5% | $12,989-80.9% | $13,392-81.4% |