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 | $147,937 | $109,344+35.3% | $89,400+65.5% | $158,950-6.9% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 7.95% | 345.73%-337.8pp | 245.64%-237.7pp | 302.91%-295.0pp |
| Employer contribution / active EE | $1,806 | $3,170-43.0% | $2,586-30.1% | $4,762-62.1% |
| Participant deferral / active EE | $8,411 | $4,599+82.9% | $3,890+116.2% | $5,983+40.6% |
| Admin fee / account holder | $17,464 | $6,154+183.8% | $4,882+257.7% | $11,248+55.3% |