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 | $190,652 | $124,346+53.3% | $111,306+71.3% | $167,553+13.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.28% | 37.46%-25.2pp | 54.67%-42.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $4,101 | $3,438+19.3% | $2,732+50.1% | $4,840-15.3% |
| Participant deferral / active EE | $7,853 | $5,182+51.6% | $4,488+75.0% | $6,343+23.8% |
| Admin fee / account holder | $1,785 | $10,623-83.2% | $7,966-77.6% | $12,316-85.5% |