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 | $156,140 | $65,575+138.1% | $86,209+81.1% | $75,181+107.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 20.38% | 46.07%-25.7pp | 1169.05%-1148.7pp | 160.69%-140.3pp |
| Employer contribution / active EE | $2,137 | $1,553+37.6% | $2,381-10.3% | $2,671-20.0% |
| Participant deferral / active EE | $4,409 | $3,023+45.8% | $3,986+10.6% | $4,126+6.9% |
| Admin fee / account holder | $12,684 | $5,470+131.9% | $6,853+85.1% | $5,650+124.5% |