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 | $159,779 | $121,677+31.3% | $104,625+52.7% | $158,966+0.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 27.96% | 465.58%-437.6pp | 340.60%-312.6pp | 302.95%-275.0pp |
| Employer contribution / active EE | $4,349 | $3,165+37.4% | $2,681+62.2% | $4,762-8.7% |
| Participant deferral / active EE | $5,093 | $4,175+22.0% | $3,738+36.3% | $5,983-14.9% |
| Admin fee / account holder | $8,171 | $7,777+5.1% | $6,465+26.4% | $11,250-27.4% |