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 | $158,987 | $183,592-13.4% | $155,567+2.2% | $145,959+8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.1pp |
| Employer contribution / active EE | $6,058 | $5,315+14.0% | $4,674+29.6% | $4,661+30.0% |
| Participant deferral / active EE | $6,764 | $6,464+4.6% | $5,628+20.2% | $6,689+1.1% |
| Admin fee / account holder | $2,572 | $19,318-86.7% | $15,916-83.8% | $13,398-80.8% |