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 | $205,289 | $111,830+83.6% | $93,696+119.1% | $145,884+40.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 14.60% | 204.08%-189.5pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,820 | $3,093-8.8% | $2,422+16.5% | $4,662-39.5% |
| Participant deferral / active EE | $7,736 | $4,920+57.2% | $4,417+75.2% | $6,690+15.6% |
| Admin fee / account holder | $2,022 | $10,249-80.3% | $8,287-75.6% | $13,392-84.9% |