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 | $158,193 | $111,830+41.5% | $93,696+68.8% | $145,884+8.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 9.55% | 204.08%-194.5pp | 133.74%-124.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $623 | $3,093-79.9% | $2,422-74.3% | $4,662-86.6% |
| Participant deferral / active EE | $2,077 | $4,920-57.8% | $4,417-53.0% | $6,690-69.0% |
| Admin fee / account holder | $109,876 | $10,249+972.1% | $8,287+1225.9% | $13,392+720.5% |