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 | $173,606 | $118,708+46.2% | $98,920+75.5% | $158,982+9.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 10.77% | 372.49%-361.7pp | 196.47%-185.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,804 | $3,334-15.9% | $2,689+4.3% | $4,763-41.1% |
| Participant deferral / active EE | $5,572 | $5,089+9.5% | $4,245+31.3% | $5,983-6.9% |
| Admin fee / account holder | $3,209 | $10,134-68.3% | $6,643-51.7% | $11,252-71.5% |