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 | $159,536 | $226,135-29.5% | $182,558-12.6% | $152,909+4.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.47% | 192.60%-171.1pp | 148.59%-127.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,648 | $4,979-66.9% | $4,076-59.6% | $4,764-65.4% |
| Participant deferral / active EE | $5,492 | $6,371-13.8% | $5,526-0.6% | $5,851-6.1% |
| Admin fee / account holder | $982 | $10,707-90.8% | $8,594-88.6% | $11,601-91.5% |