Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $194,701 | $201,370-3.3% | $184,256+5.7% | $145,897+33.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 107.14% | 29.05%+78.1pp | 28.85%+78.3pp | 552.29%-445.1pp |
| Employer contribution / active EE | $6,005 | $7,024-14.5% | $6,427-6.6% | $4,663+28.8% |
| Participant deferral / active EE | $14,069 | $9,808+43.4% | $9,133+54.0% | $6,689+110.3% |
| Admin fee / account holder | $4,934 | $16,364-69.9% | $13,899-64.5% | $13,390-63.2% |