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 | $148,948 | $111,785+33.2% | $93,669+59.0% | $145,877+2.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.21% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,812 | $3,096-41.5% | $2,424-25.2% | $4,663-61.1% |
| Participant deferral / active EE | $14,196 | $4,919+188.6% | $4,416+221.5% | $6,691+112.2% |
| Admin fee / account holder | $5,174 | $10,256-49.6% | $8,291-37.6% | $13,402-61.4% |