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 | $176,827 | $175,257+0.9% | $149,717+18.1% | $139,456+26.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.26% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $6,768 | $5,477+23.6% | $4,820+40.4% | $4,753+42.4% |
| Participant deferral / active EE | $4,750 | $6,521-27.2% | $5,682-16.4% | $6,711-29.2% |
| Admin fee / account holder | $3,180 | $16,156-80.3% | $13,213-75.9% | $11,407-72.1% |