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 | $189,071 | $166,020+13.9% | $164,866+14.7% | $145,959+29.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 100.08%-89.8pp | 69.97%-59.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $7,233 | $5,275+37.1% | $4,343+66.6% | $4,661+55.2% |
| Participant deferral / active EE | $16,212 | $6,961+132.9% | $6,033+168.7% | $6,689+142.4% |
| Admin fee / account holder | $1,984 | $16,644-88.1% | $12,689-84.4% | $13,398-85.2% |