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 | $208,567 | $183,516+13.7% | $155,534+34.1% | $145,884+43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $7,601 | $5,315+43.0% | $4,675+62.6% | $4,662+63.0% |
| Participant deferral / active EE | $10,348 | $6,467+60.0% | $5,630+83.8% | $6,690+54.7% |
| Admin fee / account holder | $1,038 | $19,293-94.6% | $15,900-93.5% | $13,392-92.3% |