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 | $164,825 | $107,368+53.5% | $92,915+77.4% | $152,909+7.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.81% | 145.64%-123.8pp | 109.45%-87.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $2,938 | $4,222-30.4% | $3,653-19.6% | $4,764-38.3% |
| Participant deferral / active EE | $5,101 | $4,848+5.2% | $4,238+20.4% | $5,851-12.8% |
| Admin fee / account holder | $14,802 | $7,082+109.0% | $5,796+155.4% | $11,601+27.6% |