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 | $142,958 | $134,817+6.0% | $123,973+15.3% | $155,188-7.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 17.07% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $22,536 | $4,425+409.3% | $4,126+446.2% | $4,248+430.5% |
| Participant deferral / active EE | $6,821 | $5,706+19.5% | $5,247+30.0% | $6,531+4.4% |
| Admin fee / account holder | $977 | $13,245-92.6% | $11,799-91.7% | $14,480-93.3% |