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 | $150,053 | $183,539-18.2% | $155,556-3.5% | $145,897+2.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 8.89% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,130 | $5,315-78.7% | $4,675-75.8% | $4,663-75.8% |
| Participant deferral / active EE | $8,493 | $6,467+31.3% | $5,631+50.8% | $6,689+27.0% |
| Admin fee / account holder | $1,158 | $19,275-94.0% | $15,885-92.7% | $13,390-91.4% |