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 | $174,109 | $154,209+12.9% | $130,062+33.9% | $139,487+24.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 32.52%-19.0pp | -137.37%+150.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $9,428 | $5,292+78.1% | $4,322+118.1% | $4,755+98.3% |
| Participant deferral / active EE | $7,961 | $6,709+18.7% | $5,821+36.8% | $6,713+18.6% |
| Admin fee / account holder | $12,501 | $13,988-10.6% | $10,601+17.9% | $11,407+9.6% |