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 | $185,532 | $148,629+24.8% | $135,982+36.4% | $139,487+33.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,467 | $5,247-53.0% | $4,859-49.2% | $4,755-48.1% |
| Participant deferral / active EE | $13,725 | $8,102+69.4% | $7,760+76.9% | $6,713+104.5% |
| Admin fee / account holder | $2,370 | $12,406-80.9% | $10,767-78.0% | $11,407-79.2% |