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 | $174,685 | $209,428-16.6% | $178,498-2.1% | $158,950+9.9% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.73% | 188.78%-173.0pp | 151.09%-135.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $2,129 | $5,707-62.7% | $5,011-57.5% | $4,762-55.3% |
| Participant deferral / active EE | $3,802 | $5,955-36.2% | $5,202-26.9% | $5,983-36.5% |
| Admin fee / account holder | $1,340 | $17,077-92.2% | $13,985-90.4% | $11,248-88.1% |