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 | $153,670 | $157,304-2.3% | $141,197+8.8% | $152,909+0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.29% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $9,213 | $5,263+75.1% | $4,736+94.5% | $4,764+93.4% |
| Participant deferral / active EE | $9,881 | $7,111+39.0% | $6,710+47.3% | $5,851+68.9% |
| Admin fee / account holder | $21,189 | $12,126+74.7% | $10,265+106.4% | $11,601+82.6% |