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 | $152,101 | $112,112+35.7% | $95,956+58.5% | $158,950-4.3% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 13.87% | 171.15%-157.3pp | 91.63%-77.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $1,536 | $3,199-52.0% | $2,541-39.6% | $4,762-67.8% |
| Participant deferral / active EE | $4,036 | $4,784-15.6% | $4,167-3.1% | $5,983-32.5% |
| Admin fee / account holder | $650 | $10,134-93.6% | $6,797-90.4% | $11,248-94.2% |