Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,308 | $157,276+28.6% | $141,177+43.3% | $152,885+32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.35% | 64.33%-44.0pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,891 | $5,262-64.1% | $4,736-60.1% | $4,763-60.3% |
| Participant deferral / active EE | $8,822 | $7,110+24.1% | $6,710+31.5% | $5,851+50.8% |
| Admin fee / account holder | $4,878 | $12,123-59.8% | $10,263-52.5% | $11,598-57.9% |