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 | $216,275 | $160,040+35.1% | $147,096+47.0% | $145,877+48.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.18% | 98.49%-81.3pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,211 | $5,289-77.1% | $4,936-75.5% | $4,663-74.0% |
| Participant deferral / active EE | $7,067 | $8,429-16.2% | $8,071-12.4% | $6,691+5.6% |
| Admin fee / account holder | $1,067 | $15,050-92.9% | $13,005-91.8% | $13,402-92.0% |