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 | $156,020 | $101,618+53.5% | $93,063+67.7% | $137,256+13.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.81% | 223.95%-204.1pp | 34.15%-14.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,846 | $2,707-31.8% | $2,476-25.4% | $4,156-55.6% |
| Participant deferral / active EE | $8,451 | $4,279+97.5% | $3,958+113.5% | $6,407+31.9% |
| Admin fee / account holder | $2,093 | $6,198-66.2% | $6,033-65.3% | $12,270-82.9% |