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 | $163,188 | $112,131+45.5% | $95,964+70.1% | $158,982+2.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.80% | 171.19%-164.4pp | 91.64%-84.8pp | 302.99%-296.2pp |
| Employer contribution / active EE | $1,994 | $3,199-37.7% | $2,541-21.5% | $4,763-58.1% |
| Participant deferral / active EE | $2,028 | $4,784-57.6% | $4,167-51.3% | $5,983-66.1% |
| Admin fee / account holder | $6,238 | $10,136-38.5% | $6,797-8.2% | $11,252-44.6% |