Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $160,643 | $157,304+2.1% | $141,197+13.8% | $152,909+5.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.13% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $5,655 | $5,263+7.5% | $4,736+19.4% | $4,764+18.7% |
| Participant deferral / active EE | $18,390 | $7,111+158.6% | $6,710+174.1% | $5,851+214.3% |
| Admin fee / account holder | $25,418 | $12,126+109.6% | $10,265+147.6% | $11,601+119.1% |