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 | $174,859 | $202,463-13.6% | $169,397+3.2% | $139,487+25.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 532.64%-513.4pp | 406.23%-387.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $11,457 | $4,694+144.1% | $4,013+185.5% | $4,755+141.0% |
| Participant deferral / active EE | $16,443 | $6,941+136.9% | $6,223+164.2% | $6,713+145.0% |
| Admin fee / account holder | $17,311 | $10,726+61.4% | $9,017+92.0% | $11,407+51.8% |