Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $152,917 | $89,367+71.1% | $141,191+8.3% | $72,975+109.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.67% | 111.87%-89.2pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $3,565 | $3,115+14.5% | $4,736-24.7% | $2,440+46.1% |
| Participant deferral / active EE | $8,976 | $5,419+65.7% | $6,710+33.8% | $3,608+148.8% |
| Admin fee / account holder | $994 | $5,957-83.3% | $10,264-90.3% | $5,124-80.6% |