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 | $196,546 | $209,428-6.2% | $178,498+10.1% | $158,950+23.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.24% | 188.78%-175.5pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $1,518 | $5,707-73.4% | $5,011-69.7% | $4,762-68.1% |
| Participant deferral / active EE | $2,942 | $5,955-50.6% | $5,202-43.5% | $5,983-50.8% |
| Admin fee / account holder | $1,318 | $17,077-92.3% | $13,985-90.6% | $11,248-88.3% |