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 | $167,218 | $81,208+105.9% | $98,920+69.0% | $79,852+109.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.90% | 60.99%-47.1pp | 196.47%-182.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,666 | $1,960+87.1% | $2,689+36.3% | $2,471+48.4% |
| Participant deferral / active EE | $4,344 | $3,265+33.0% | $4,245+2.3% | $3,740+16.1% |
| Admin fee / account holder | $4,078 | $6,013-32.2% | $6,643-38.6% | $5,306-23.2% |