Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $169,002 | $196,972-14.2% | $182,262-7.3% | $198,609-14.9% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 14.83% | 158.27%-143.4pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $8,429 | $5,364+57.2% | $5,046+67.1% | $5,055+66.7% |
| Participant deferral / active EE | $13,449 | $8,643+55.6% | $8,276+62.5% | $6,977+92.8% |
| Admin fee / account holder | $10,912 | $18,429-40.8% | $16,712-34.7% | $19,030-42.7% |