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 | $174,902 | $115,796+51.0% | $101,264+72.7% | $158,950+10.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.37% | 56.15%-47.8pp | 46.48%-38.1pp | 302.91%-294.5pp |
| Employer contribution / active EE | $8,592 | $4,175+105.8% | $3,660+134.8% | $4,762+80.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,202 | $7,247-83.4% | $5,947-79.8% | $11,248-89.3% |