Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $166,340 | $105,200+58.1% | $159,474+4.3% | $85,847+93.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 13.46% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $3,760 | $3,319+13.3% | $4,831-22.2% | $2,565+46.6% |
| Participant deferral / active EE | $8,654 | $5,946+45.5% | $7,353+17.7% | $3,952+119.0% |
| Admin fee / account holder | $10,258 | $6,934+47.9% | $10,802-5.0% | $6,261+63.8% |