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 | $148,408 | $100,073+48.3% | $85,126+74.3% | $145,877+1.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.70% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $4,366 | $3,236+34.9% | $2,731+59.8% | $4,663-6.4% |
| Participant deferral / active EE | $10,818 | $5,294+104.3% | $4,523+139.2% | $6,691+61.7% |
| Admin fee / account holder | $20,567 | $7,261+183.2% | $6,160+233.9% | $13,402+53.5% |