Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $142,372 | $111,878+27.3% | $93,727+51.9% | $145,897-2.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.88% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $7,726 | $3,092+149.9% | $2,421+219.1% | $4,663+65.7% |
| Participant deferral / active EE | $8,889 | $4,920+80.7% | $4,417+101.2% | $6,689+32.9% |
| Admin fee / account holder | $481 | $10,256-95.3% | $8,292-94.2% | $13,390-96.4% |