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 | $181,337 | $107,941+68.0% | $91,994+97.1% | $152,897+18.6% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 21.18% | 89.28%-68.1pp | 69.04%-47.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $6,168 | $4,212+46.5% | $3,453+78.7% | $4,764+29.5% |
| Participant deferral / active EE | $11,541 | $6,366+81.3% | $5,924+94.8% | $5,851+97.2% |
| Admin fee / account holder | $1,937 | $10,521-81.6% | $7,744-75.0% | $11,599-83.3% |