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 | $174,660 | $209,405-16.6% | $178,486-2.1% | $158,931+9.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.82% | 188.77%-169.9pp | 151.08%-132.3pp | 302.86%-284.0pp |
| Employer contribution / active EE | $3,799 | $5,707-33.4% | $5,011-24.2% | $4,761-20.2% |
| Participant deferral / active EE | $8,584 | $5,954+44.2% | $5,202+65.0% | $5,982+43.5% |
| Admin fee / account holder | $6,348 | $17,076-62.8% | $13,985-54.6% | $11,247-43.6% |