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 | $194,579 | $112,131+73.5% | $95,964+102.8% | $158,982+22.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.21% | 171.19%-154.0pp | 91.64%-74.4pp | 302.99%-285.8pp |
| Employer contribution / active EE | $5,824 | $3,199+82.1% | $2,541+129.2% | $4,763+22.3% |
| Participant deferral / active EE | $7,518 | $4,784+57.1% | $4,167+80.4% | $5,983+25.6% |
| Admin fee / account holder | $2,634 | $10,136-74.0% | $6,797-61.3% | $11,252-76.6% |