Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $188,455 | $160,070+17.7% | $147,117+28.1% | $145,897+29.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $3,173 | $5,285-40.0% | $4,932-35.7% | $4,663-32.0% |
| Participant deferral / active EE | $7,440 | $8,419-11.6% | $8,065-7.7% | $6,689+11.2% |
| Admin fee / account holder | $1,128 | $15,035-92.5% | $12,993-91.3% | $13,390-91.6% |