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 | $170,130 | $148,623+14.5% | $135,974+25.1% | $139,466+22.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 16.49% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,318 | $5,246-55.8% | $4,859-52.3% | $4,754-51.3% |
| Participant deferral / active EE | $4,619 | $8,103-43.0% | $7,760-40.5% | $6,712-31.2% |
| Admin fee / account holder | $4,565 | $12,406-63.2% | $10,767-57.6% | $11,409-60.0% |