Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $150,310 | $148,623+1.1% | $135,974+10.5% | $139,466+7.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.59% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $10,455 | $5,246+99.3% | $4,859+115.2% | $4,754+119.9% |
| Participant deferral / active EE | $10,701 | $8,103+32.1% | $7,760+37.9% | $6,712+59.4% |
| Admin fee / account holder | $935 | $12,406-92.5% | $10,767-91.3% | $11,409-91.8% |