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 | $150,621 | $175,259-14.1% | $149,723+0.6% | $139,487+8.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.23% | 166.82%-151.6pp | 134.50%-119.3pp | 373.84%-358.6pp |
| Employer contribution / active EE | $7,471 | $5,478+36.4% | $4,821+55.0% | $4,755+57.1% |
| Participant deferral / active EE | $6,142 | $6,522-5.8% | $5,682+8.1% | $6,713-8.5% |
| Admin fee / account holder | $807 | $16,158-95.0% | $13,215-93.9% | $11,407-92.9% |