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 | $167,875 | $209,422-19.8% | $178,503-6.0% | $158,982+5.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.67% | 188.81%-171.1pp | 151.12%-133.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $6,976 | $5,707+22.2% | $5,011+39.2% | $4,763+46.5% |
| Participant deferral / active EE | $10,794 | $5,955+81.3% | $5,202+107.5% | $5,983+80.4% |
| Admin fee / account holder | $330 | $17,079-98.1% | $13,987-97.6% | $11,252-97.1% |