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 | $180,747 | $157,276+14.9% | $141,177+28.0% | $152,885+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.39% | 64.33%-41.9pp | 71.40%-49.0pp | 345.39%-323.0pp |
| Employer contribution / active EE | $12,101 | $5,262+130.0% | $4,736+155.5% | $4,763+154.1% |
| Participant deferral / active EE | $19,080 | $7,110+168.3% | $6,710+184.4% | $5,851+226.1% |
| Admin fee / account holder | $494 | $12,123-95.9% | $10,263-95.2% | $11,598-95.7% |