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 | $179,202 | $108,942+64.5% | $100,415+78.5% | $145,897+22.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,193 | $4,422-27.8% | $3,943-19.0% | $4,663-31.5% |
| Participant deferral / active EE | $3,811 | $8,461-55.0% | $8,091-52.9% | $6,689-43.0% |
| Admin fee / account holder | $20,532 | $9,702+111.6% | $7,906+159.7% | $13,390+53.3% |