Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $165,571 | $160,070+3.4% | $147,117+12.5% | $145,897+13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,316 | $5,285-56.2% | $4,932-53.1% | $4,663-50.3% |
| Participant deferral / active EE | $8,788 | $8,419+4.4% | $8,065+9.0% | $6,689+31.4% |
| Admin fee / account holder | $4,140 | $15,035-72.5% | $12,993-68.1% | $13,390-69.1% |