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 | $156,533 | $166,268-5.9% | $165,100-5.2% | $145,897+7.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.31% | 100.52%-86.2pp | 70.21%-55.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,186 | $5,284-39.7% | $4,348-26.7% | $4,663-31.7% |
| Participant deferral / active EE | $11,893 | $6,964+70.8% | $6,035+97.1% | $6,689+77.8% |
| Admin fee / account holder | $2,689 | $16,659-83.9% | $12,696-78.8% | $13,390-79.9% |