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 | $178,800 | $157,276+13.7% | $141,177+26.6% | $152,885+17.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.99% | 64.33%-42.3pp | 71.40%-49.4pp | 345.39%-323.4pp |
| Employer contribution / active EE | $8,237 | $5,262+56.6% | $4,736+73.9% | $4,763+72.9% |
| Participant deferral / active EE | $3,069 | $7,110-56.8% | $6,710-54.3% | $5,851-47.6% |
| Admin fee / account holder | $886 | $12,123-92.7% | $10,263-91.4% | $11,598-92.4% |