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 | $150,327 | $112,915+33.1% | $90,965+65.3% | $158,950-5.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.58% | 215.75%-205.2pp | 134.57%-124.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $14,158 | $2,894+389.2% | $2,122+567.1% | $4,762+197.3% |
| Participant deferral / active EE | $8,317 | $4,128+101.5% | $3,373+146.6% | $5,983+39.0% |
| Admin fee / account holder | $304 | $8,044-96.2% | $5,960-94.9% | $11,248-97.3% |