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 | $158,103 | $105,160+50.3% | $94,679+67.0% | $139,456+13.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 38.04%-19.4pp | 156.75%-138.1pp | 373.45%-354.8pp |
| Employer contribution / active EE | $4,523 | $4,107+10.1% | $3,673+23.1% | $4,753-4.8% |
| Participant deferral / active EE | $11,134 | $7,599+46.5% | $7,417+50.1% | $6,711+65.9% |
| Admin fee / account holder | $1,231 | $8,988-86.3% | $7,233-83.0% | $11,407-89.2% |