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 | $178,971 | $148,629+20.4% | $135,982+31.6% | $139,487+28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.32% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $2,261 | $5,247-56.9% | $4,859-53.5% | $4,755-52.5% |
| Participant deferral / active EE | $14,941 | $8,102+84.4% | $7,760+92.5% | $6,713+122.6% |
| Admin fee / account holder | $1,145 | $12,406-90.8% | $10,767-89.4% | $11,407-90.0% |