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 | $146,166 | $148,623-1.7% | $135,974+7.5% | $139,466+4.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 29.60% | 79.30%-49.7pp | 68.30%-38.7pp | 373.66%-344.1pp |
| Employer contribution / active EE | $11,141 | $5,246+112.3% | $4,859+129.3% | $4,754+134.3% |
| Participant deferral / active EE | $12,844 | $8,103+58.5% | $7,760+65.5% | $6,712+91.4% |
| Admin fee / account holder | $4,686 | $12,406-62.2% | $10,767-56.5% | $11,409-58.9% |