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 | $169,037 | $157,296+7.5% | $141,191+19.7% | $152,897+10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.68% | 64.34%-41.7pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $14,266 | $5,262+171.1% | $4,736+201.2% | $4,764+199.5% |
| Participant deferral / active EE | $9,844 | $7,111+38.4% | $6,710+46.7% | $5,851+68.2% |
| Admin fee / account holder | $39,963 | $12,125+229.6% | $10,264+289.3% | $11,599+244.5% |