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 | $161,669 | $165,361-2.2% | $149,715+8.0% | $158,950+1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.52% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $13,487 | $5,103+164.3% | $4,645+190.4% | $4,762+183.2% |
| Participant deferral / active EE | $17,875 | $7,182+148.9% | $6,842+161.3% | $5,983+198.8% |
| Admin fee / account holder | $931 | $10,808-91.4% | $9,310-90.0% | $11,248-91.7% |