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 | $221,788 | $157,296+41.0% | $141,191+57.1% | $152,897+45.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.74% | 64.34%-49.6pp | 71.41%-56.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $10,452 | $5,262+98.6% | $4,736+120.7% | $4,764+119.4% |
| Participant deferral / active EE | $6,306 | $7,111-11.3% | $6,710-6.0% | $5,851+7.8% |
| Admin fee / account holder | $1,060 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |