Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $182,815 | $175,259+4.3% | $149,723+22.1% | $139,487+31.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 20.96% | 166.82%-145.9pp | 134.50%-113.5pp | 373.84%-352.9pp |
| Employer contribution / active EE | $6,107 | $5,478+11.5% | $4,821+26.7% | $4,755+28.4% |
| Participant deferral / active EE | $16,404 | $6,522+151.5% | $5,682+188.7% | $6,713+144.4% |
| Admin fee / account holder | $588 | $16,158-96.4% | $13,215-95.5% | $11,407-94.8% |