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 | $206,415 | $166,131+24.2% | $164,975+25.1% | $145,877+41.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.03% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,988 | $5,276-62.3% | $4,343-54.2% | $4,663-57.4% |
| Participant deferral / active EE | $7,808 | $6,962+12.2% | $6,033+29.4% | $6,691+16.7% |
| Admin fee / account holder | $31,040 | $16,648+86.4% | $12,688+144.6% | $13,402+131.6% |