Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $165,923 | $202,440-18.0% | $169,390-2.0% | $139,466+19.0% |
| Participation rate | 89.5% | 81.1%+8.4pp | 77.2%+12.3pp | 80.3%+9.1pp |
| Annual return | 20.66% | 532.36%-511.7pp | 406.07%-385.4pp | 373.66%-353.0pp |
| Employer contribution / active EE | $5,532 | $4,693+17.9% | $4,013+37.9% | $4,754+16.4% |
| Participant deferral / active EE | $2,636 | $6,940-62.0% | $6,222-57.6% | $6,712-60.7% |
| Admin fee / account holder | $2,090 | $10,722-80.5% | $9,015-76.8% | $11,409-81.7% |