Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $192,283 | $176,105+9.2% | $159,474+20.6% | $167,536+14.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 331.91%-320.9pp | 263.68%-252.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $17,764 | $5,299+235.2% | $4,831+267.7% | $4,839+267.1% |
| Participant deferral / active EE | $15,419 | $7,751+98.9% | $7,353+109.7% | $6,342+143.1% |
| Admin fee / account holder | $652 | $12,559-94.8% | $10,802-94.0% | $12,315-94.7% |