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 | $163,205 | $183,592-11.1% | $155,574+4.9% | $145,877+11.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 40.34% | 61.37%-21.0pp | 64.87%-24.5pp | 551.28%-510.9pp |
| Employer contribution / active EE | $6,619 | $5,317+24.5% | $4,676+41.6% | $4,663+42.0% |
| Participant deferral / active EE | $6,807 | $6,466+5.3% | $5,629+20.9% | $6,691+1.7% |
| Admin fee / account holder | $26,961 | $19,316+39.6% | $15,914+69.4% | $13,402+101.2% |