Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $177,895 | $156,398+13.7% | $147,318+20.8% | $138,895+28.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.91% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $24,230 | $4,853+399.3% | $4,593+427.6% | $4,194+477.7% |
| Participant deferral / active EE | $16,599 | $8,237+101.5% | $7,906+109.9% | $6,396+159.5% |
| Admin fee / account holder | $1,104 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |