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 | $186,493 | $175,231+6.4% | $149,696+24.6% | $139,466+33.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.60% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,264 | $5,478-58.7% | $4,821-53.0% | $4,754-52.4% |
| Participant deferral / active EE | $5,405 | $6,521-17.1% | $5,682-4.9% | $6,712-19.5% |
| Admin fee / account holder | $2,429 | $16,155-85.0% | $13,212-81.6% | $11,409-78.7% |