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 | $164,908 | $183,539-10.2% | $155,556+6.0% | $145,897+13.0% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 18.69% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $10,822 | $5,315+103.6% | $4,675+131.5% | $4,663+132.1% |
| Participant deferral / active EE | $10,199 | $6,467+57.7% | $5,631+81.1% | $6,689+52.5% |
| Admin fee / account holder | $1,154 | $19,275-94.0% | $15,885-92.7% | $13,390-91.4% |