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 | $186,271 | $174,379+6.8% | $152,093+22.5% | $138,895+34.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.34% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $7,643 | $4,652+64.3% | $4,175+83.1% | $4,194+82.2% |
| Participant deferral / active EE | $3,583 | $6,159-41.8% | $5,451-34.3% | $6,396-44.0% |
| Admin fee / account holder | $820 | $16,880-95.1% | $14,497-94.3% | $12,562-93.5% |