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 | $149,503 | $109,372+36.7% | $89,414+67.2% | $158,966-6.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.46% | 345.55%-329.1pp | 245.50%-229.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $3,070 | $3,171-3.2% | $2,586+18.7% | $4,762-35.5% |
| Participant deferral / active EE | $8,328 | $4,598+81.1% | $3,890+114.1% | $5,983+39.2% |
| Admin fee / account holder | $9,072 | $6,156+47.4% | $4,883+85.8% | $11,250-19.4% |