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 | $216,342 | $196,972+9.8% | $182,262+18.7% | $198,609+8.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.79% | 158.27%-139.5pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $14,160 | $5,364+164.0% | $5,046+180.6% | $5,055+180.1% |
| Participant deferral / active EE | $18,536 | $8,643+114.5% | $8,276+124.0% | $6,977+165.7% |
| Admin fee / account holder | $50,953 | $18,429+176.5% | $16,712+204.9% | $19,030+167.7% |