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 | $140,901 | $175,231-19.6% | $149,696-5.9% | $139,466+1.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.63% | 166.77%-145.1pp | 134.46%-112.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $7,998 | $5,478+46.0% | $4,821+65.9% | $4,754+68.2% |
| Participant deferral / active EE | $7,179 | $6,521+10.1% | $5,682+26.3% | $6,712+7.0% |
| Admin fee / account holder | $1,049 | $16,155-93.5% | $13,212-92.1% | $11,409-90.8% |