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 | $157,322 | $107,368+46.5% | $92,915+69.3% | $152,909+2.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.09% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,653-48.7% | $4,764-60.7% |
| Participant deferral / active EE | $6,261 | $4,848+29.2% | $4,238+47.7% | $5,851+7.0% |
| Admin fee / account holder | $1,061 | $7,082-85.0% | $5,796-81.7% | $11,601-90.9% |