Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $180,931 | $171,492+5.5% | $150,734+20.0% | $198,609-8.9% |
| Participation rate | 72.7% | 81.4%-8.7pp | 78.4%-5.7pp | 82.4%-9.7pp |
| Annual return | 13.08% | 804.70%-791.6pp | 600.81%-587.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $3,315 | $5,470-39.4% | $4,918-32.6% | $5,055-34.4% |
| Participant deferral / active EE | $12,037 | $6,259+92.3% | $5,610+114.6% | $6,977+72.5% |
| Admin fee / account holder | $3,730 | $17,628-78.8% | $14,905-75.0% | $19,030-80.4% |