Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $170,383 | $102,385+66.4% | $147,080+15.8% | $80,935+110.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.57% | 135.09%-112.5pp | 420.17%-397.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $9,813 | $3,717+164.0% | $4,933+98.9% | $2,757+256.0% |
| Participant deferral / active EE | $7,550 | $6,651+13.5% | $8,066-6.4% | $4,299+75.6% |
| Admin fee / account holder | $746 | $7,951-90.6% | $12,989-94.3% | $6,924-89.2% |