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 | $191,007 | $157,304+21.4% | $141,197+35.3% | $152,909+24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.47% | 64.34%-39.9pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $18,198 | $5,263+245.8% | $4,736+284.2% | $4,764+282.0% |
| Participant deferral / active EE | $11,734 | $7,111+65.0% | $6,710+74.9% | $5,851+100.5% |
| Admin fee / account holder | $824 | $12,126-93.2% | $10,265-92.0% | $11,601-92.9% |