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 | $146,890 | $70,366+108.8% | $66,674+120.3% | $138,895+5.8% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.7%+16.8pp | 79.9%+10.6pp |
| Annual return | 14.00% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $8,210 | $2,765+196.9% | $2,620+213.4% | $4,194+95.7% |
| Participant deferral / active EE | $5,374 | $4,374+22.9% | $4,084+31.6% | $6,396-16.0% |
| Admin fee / account holder | $6,507 | $5,262+23.6% | $5,098+27.6% | $12,562-48.2% |