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 | $247,073 | $97,125+154.4% | $86,233+186.5% | $137,256+80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.23% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $8,946 | $2,841+214.9% | $2,504+257.2% | $4,156+115.3% |
| Participant deferral / active EE | $9,736 | $5,180+88.0% | $4,559+113.6% | $6,407+52.0% |
| Admin fee / account holder | $1,409 | $9,725-85.5% | $8,342-83.1% | $12,270-88.5% |