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 | $183,967 | $183,516+0.2% | $155,534+18.3% | $145,884+26.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $20,144 | $5,315+279.0% | $4,675+330.9% | $4,662+332.1% |
| Participant deferral / active EE | $3,741 | $6,467-42.2% | $5,630-33.6% | $6,690-44.1% |
| Admin fee / account holder | $3,176 | $19,293-83.5% | $15,900-80.0% | $13,392-76.3% |