Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $170,590 | $129,737+31.5% | $119,126+43.2% | $154,746+10.2% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 17.73% | 379.08%-361.3pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $5,799 | $4,375+32.6% | $4,034+43.8% | $4,379+32.4% |
| Participant deferral / active EE | $5,531 | $5,842-5.3% | $5,318+4.0% | $6,730-17.8% |
| Admin fee / account holder | $746 | $11,961-93.8% | $10,693-93.0% | $14,365-94.8% |