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 | $179,209 | $196,972-9.0% | $182,262-1.7% | $198,609-9.8% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 11.82% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,358 | $5,364-56.0% | $5,046-53.3% | $5,055-53.4% |
| Participant deferral / active EE | $8,786 | $8,643+1.7% | $8,276+6.2% | $6,977+25.9% |
| Admin fee / account holder | $42,473 | $18,429+130.5% | $16,712+154.1% | $19,030+123.2% |