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 | $179,577 | $126,519+41.9% | $106,201+69.1% | $145,959+23.0% |
| Participation rate | 95.8% | 77.7%+18.2pp | 75.3%+20.5pp | 80.3%+15.5pp |
| Annual return | 15.17% | 225.10%-209.9pp | 116.26%-101.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $7,855 | $3,726+110.8% | $3,170+147.8% | $4,661+68.5% |
| Participant deferral / active EE | $6,606 | $5,716+15.6% | $5,012+31.8% | $6,689-1.2% |
| Admin fee / account holder | $2,394 | $17,312-86.2% | $11,039-78.3% | $13,398-82.1% |