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 | $151,580 | $104,937+44.4% | $84,628+79.1% | $152,897-0.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.94% | 373.88%-355.9pp | 258.80%-240.9pp | 345.43%-327.5pp |
| Employer contribution / active EE | $6,835 | $3,303+106.9% | $2,653+157.6% | $4,764+43.5% |
| Participant deferral / active EE | $5,136 | $4,690+9.5% | $3,900+31.7% | $5,851-12.2% |
| Admin fee / account holder | $617 | $6,243-90.1% | $4,914-87.4% | $11,599-94.7% |