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 | $155,672 | $112,099+38.9% | $95,954+62.2% | $158,931-2.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.62% | 171.12%-155.5pp | 91.62%-76.0pp | 302.86%-287.2pp |
| Employer contribution / active EE | $14,722 | $3,198+360.3% | $2,541+479.4% | $4,761+209.2% |
| Participant deferral / active EE | $9,403 | $4,784+96.6% | $4,167+125.7% | $5,982+57.2% |
| Admin fee / account holder | $21,174 | $10,132+109.0% | $6,796+211.6% | $11,247+88.3% |