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 | $212,565 | $148,623+43.0% | $135,974+56.3% | $139,466+52.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.65% | 79.30%-52.6pp | 68.30%-41.7pp | 373.66%-347.0pp |
| Employer contribution / active EE | $10,949 | $5,246+108.7% | $4,859+125.3% | $4,754+130.3% |
| Participant deferral / active EE | $16,692 | $8,103+106.0% | $7,760+115.1% | $6,712+148.7% |
| Admin fee / account holder | $10,578 | $12,406-14.7% | $10,767-1.7% | $11,409-7.3% |