Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $167,309 | $107,353+55.8% | $92,903+80.1% | $152,885+9.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.67% | 145.62%-124.9pp | 109.43%-88.8pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,617 | $4,222-38.0% | $3,653-28.4% | $4,763-45.1% |
| Participant deferral / active EE | $5,715 | $4,848+17.9% | $4,238+34.9% | $5,851-2.3% |
| Admin fee / account holder | $3,380 | $7,081-52.3% | $5,795-41.7% | $11,598-70.9% |