Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $141,714 | $108,942+30.1% | $100,415+41.1% | $145,897-2.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.18% | 58.27%-43.1pp | 49.47%-34.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,576 | $4,422-19.1% | $3,943-9.3% | $4,663-23.3% |
| Participant deferral / active EE | $7,316 | $8,461-13.5% | $8,091-9.6% | $6,689+9.4% |
| Admin fee / account holder | $1,606 | $9,702-83.4% | $7,906-79.7% | $13,390-88.0% |