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 | $152,304 | $183,592-17.0% | $155,567-2.1% | $145,959+4.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $13,184 | $5,315+148.1% | $4,674+182.1% | $4,661+182.9% |
| Participant deferral / active EE | $6,505 | $6,464+0.6% | $5,628+15.6% | $6,689-2.7% |
| Admin fee / account holder | $986 | $19,318-94.9% | $15,916-93.8% | $13,398-92.6% |