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 | $160,326 | $166,268-3.6% | $165,100-2.9% | $145,897+9.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $11,341 | $5,284+114.6% | $4,348+160.8% | $4,663+143.2% |
| Participant deferral / active EE | $5,331 | $6,964-23.5% | $6,035-11.7% | $6,689-20.3% |
| Admin fee / account holder | $23,820 | $16,659+43.0% | $12,696+87.6% | $13,390+77.9% |