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 | $153,538 | $183,592-16.4% | $155,574-1.3% | $145,877+5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $10,921 | $5,317+105.4% | $4,676+133.6% | $4,663+134.2% |
| Participant deferral / active EE | $7,292 | $6,466+12.8% | $5,629+29.5% | $6,691+9.0% |
| Admin fee / account holder | $8,941 | $19,316-53.7% | $15,914-43.8% | $13,402-33.3% |