Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $170,665 | $148,582+14.9% | $135,942+25.5% | $139,456+22.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.63% | 79.26%-64.6pp | 68.28%-53.6pp | 373.45%-358.8pp |
| Employer contribution / active EE | $22,154 | $5,245+322.4% | $4,858+356.1% | $4,753+366.1% |
| Participant deferral / active EE | $8,707 | $8,101+7.5% | $7,759+12.2% | $6,711+29.7% |
| Admin fee / account holder | $1,958 | $12,402-84.2% | $10,764-81.8% | $11,407-82.8% |