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 | $174,022 | $226,105-23.0% | $182,540-4.7% | $152,897+13.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.05% | 192.58%-167.5pp | 148.58%-123.5pp | 345.43%-320.4pp |
| Employer contribution / active EE | $2,141 | $4,978-57.0% | $4,076-47.5% | $4,764-55.1% |
| Participant deferral / active EE | $3,517 | $6,370-44.8% | $5,525-36.4% | $5,851-39.9% |
| Admin fee / account holder | $676 | $10,706-93.7% | $8,593-92.1% | $11,599-94.2% |