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 | $165,374 | $176,105-6.1% | $159,474+3.7% | $167,536-1.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.56% | 331.91%-299.4pp | 263.68%-231.1pp | 478.82%-446.3pp |
| Employer contribution / active EE | $4,257 | $5,299-19.7% | $4,831-11.9% | $4,839-12.0% |
| Participant deferral / active EE | $7,236 | $7,751-6.7% | $7,353-1.6% | $6,342+14.1% |
| Admin fee / account holder | $3,812 | $12,559-69.6% | $10,802-64.7% | $12,315-69.0% |