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 | $196,079 | $126,519+55.0% | $106,201+84.6% | $145,959+34.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.10% | 225.10%-213.0pp | 116.26%-104.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $6,030 | $3,726+61.8% | $3,170+90.2% | $4,661+29.4% |
| Participant deferral / active EE | $5,095 | $5,716-10.9% | $5,012+1.6% | $6,689-23.8% |
| Admin fee / account holder | $5,482 | $17,312-68.3% | $11,039-50.3% | $13,398-59.1% |