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 | $142,970 | $148,629-3.8% | $135,982+5.1% | $139,487+2.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.27% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $8,287 | $5,247+58.0% | $4,859+70.6% | $4,755+74.3% |
| Participant deferral / active EE | $3,105 | $8,102-61.7% | $7,760-60.0% | $6,713-53.7% |
| Admin fee / account holder | $3,709 | $12,406-70.1% | $10,767-65.6% | $11,407-67.5% |