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 | $152,258 | $72,071+111.3% | $68,368+122.7% | $137,256+10.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 14.90% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,272 | $2,788+89.1% | $2,649+99.0% | $4,156+26.8% |
| Participant deferral / active EE | $12,761 | $4,410+189.4% | $4,123+209.5% | $6,407+99.2% |
| Admin fee / account holder | $917 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |