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 | $194,279 | $148,623+30.7% | $135,974+42.9% | $139,466+39.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.86% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $22,795 | $5,246+334.5% | $4,859+369.1% | $4,754+379.5% |
| Participant deferral / active EE | $18,183 | $8,103+124.4% | $7,760+134.3% | $6,712+170.9% |
| Admin fee / account holder | $973 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |