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 | $183,761 | $176,120+4.3% | $159,487+15.2% | $167,553+9.7% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 12.72% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $3,731 | $5,299-29.6% | $4,831-22.8% | $4,840-22.9% |
| Participant deferral / active EE | $6,765 | $7,752-12.7% | $7,354-8.0% | $6,343+6.7% |
| Admin fee / account holder | $1,505 | $12,561-88.0% | $10,804-86.1% | $12,316-87.8% |