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 | $240,437 | $157,296+52.9% | $141,191+70.3% | $152,897+57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.31% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,810 | $5,262-46.6% | $4,736-40.7% | $4,764-41.0% |
| Participant deferral / active EE | $8,000 | $7,111+12.5% | $6,710+19.2% | $5,851+36.7% |
| Admin fee / account holder | $8,823 | $12,125-27.2% | $10,264-14.0% | $11,599-23.9% |