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 | $151,941 | $209,425-27.4% | $178,499-14.9% | $158,966-4.4% |
| Participation rate | 72.2% | 86.4%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 19.63% | 188.80%-169.2pp | 151.10%-131.5pp | 302.95%-283.3pp |
| Employer contribution / active EE | $3,507 | $5,707-38.6% | $5,011-30.0% | $4,762-26.4% |
| Participant deferral / active EE | $3,102 | $5,955-47.9% | $5,202-40.4% | $5,983-48.1% |
| Admin fee / account holder | $564 | $17,078-96.7% | $13,986-96.0% | $11,250-95.0% |