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 | $187,866 | $93,346+101.3% | $71,796+161.7% | $273,972-31.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.42% | 130.39%-122.0pp | 78.04%-69.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $7,322 | $2,733+167.9% | $1,924+280.5% | $4,869+50.4% |
| Participant deferral / active EE | $5,892 | $3,475+69.5% | $2,794+110.8% | $5,287+11.4% |
| Admin fee / account holder | $9,980 | $6,571+51.9% | $4,815+107.3% | $10,133-1.5% |