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 | $160,169 | $183,539-12.7% | $155,556+3.0% | $145,897+9.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.24% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,038 | $5,315-61.7% | $4,675-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $6,035 | $6,467-6.7% | $5,631+7.2% | $6,689-9.8% |
| Admin fee / account holder | $1,018 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |