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 | $142,865 | $217,432-34.3% | $185,851-23.1% | $167,553-14.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.34% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $6,728 | $5,874+14.5% | $5,168+30.2% | $4,840+39.0% |
| Participant deferral / active EE | $2,961 | $6,357-53.4% | $5,569-46.8% | $6,343-53.3% |
| Admin fee / account holder | $981 | $19,820-95.1% | $16,245-94.0% | $12,316-92.0% |