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 | $150,493 | $105,200+43.1% | $159,474-5.6% | $85,847+75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.26% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $6,976 | $3,319+110.2% | $4,831+44.4% | $2,565+171.9% |
| Participant deferral / active EE | $7,741 | $5,946+30.2% | $7,353+5.3% | $3,952+95.9% |
| Admin fee / account holder | $3,822 | $6,934-44.9% | $10,802-64.6% | $6,261-39.0% |