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 | $165,838 | $157,304+5.4% | $141,197+17.5% | $152,909+8.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 19.66% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $10,546 | $5,263+100.4% | $4,736+122.7% | $4,764+121.4% |
| Participant deferral / active EE | $8,627 | $7,111+21.3% | $6,710+28.6% | $5,851+47.4% |
| Admin fee / account holder | $1,138 | $12,126-90.6% | $10,265-88.9% | $11,601-90.2% |