Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $182,976 | $166,020+10.2% | $164,866+11.0% | $145,959+25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.55% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,124 | $5,275-59.7% | $4,343-51.1% | $4,661-54.4% |
| Participant deferral / active EE | $17,073 | $6,961+145.3% | $6,033+183.0% | $6,689+155.3% |
| Admin fee / account holder | $6,034 | $16,644-63.7% | $12,689-52.5% | $13,398-55.0% |