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 | $169,270 | $108,942+55.4% | $100,415+68.6% | $145,897+16.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $14,604 | $4,422+230.3% | $3,943+270.4% | $4,663+213.2% |
| Participant deferral / active EE | $8,626 | $8,461+2.0% | $8,091+6.6% | $6,689+29.0% |
| Admin fee / account holder | $1,270 | $9,702-86.9% | $7,906-83.9% | $13,390-90.5% |