Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $151,360 | $112,131+35.0% | $95,964+57.7% | $158,982-4.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.34% | 171.19%-150.8pp | 91.64%-71.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $3,952 | $3,199+23.5% | $2,541+55.5% | $4,763-17.0% |
| Participant deferral / active EE | $10,766 | $4,784+125.0% | $4,167+158.4% | $5,983+79.9% |
| Admin fee / account holder | $1,238 | $10,136-87.8% | $6,797-81.8% | $11,252-89.0% |