Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,666 | $166,242+35.7% | $165,071+36.7% | $145,884+54.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.44%-85.0pp | 70.17%-54.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,273 | $5,283-38.1% | $4,347-24.7% | $4,662-29.8% |
| Participant deferral / active EE | $14,383 | $6,964+106.5% | $6,035+138.3% | $6,690+115.0% |
| Admin fee / account holder | $6,022 | $16,658-63.9% | $12,695-52.6% | $13,392-55.0% |