Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $163,306 | $114,119+43.1% | $107,187+52.4% | $138,895+17.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.89% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $6,161 | $4,059+51.8% | $3,782+62.9% | $4,194+46.9% |
| Participant deferral / active EE | $13,131 | $5,538+137.1% | $5,096+157.7% | $6,396+105.3% |
| Admin fee / account holder | $3,541 | $10,024-64.7% | $9,162-61.3% | $12,562-71.8% |