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 | $185,764 | $185,8560% | $170,028+9.3% | $139,456+33.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.51% | 60.52%-33.0pp | 53.39%-25.9pp | 373.45%-345.9pp |
| Employer contribution / active EE | $5,208 | $7,593-31.4% | $6,788-23.3% | $4,753+9.6% |
| Participant deferral / active EE | $14,833 | $11,623+27.6% | $10,409+42.5% | $6,711+121.0% |
| Admin fee / account holder | $724 | $15,387-95.3% | $12,820-94.4% | $11,407-93.7% |