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 | $148,052 | $68,586+115.9% | $120,380+23.0% | $80,911+83.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 18.96% | 23.62%-4.7pp | 107.28%-88.3pp | 35.63%-16.7pp |
| Employer contribution / active EE | $12,579 | $2,053+512.9% | $3,465+263.0% | $2,756+356.5% |
| Participant deferral / active EE | $11,938 | $3,174+276.1% | $4,992+139.1% | $4,297+177.8% |
| Admin fee / account holder | $7,621 | $5,733+32.9% | $9,421-19.1% | $6,935+9.9% |