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 | $164,252 | $157,304+4.4% | $141,197+16.3% | $152,909+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.71% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $22,494 | $5,263+327.4% | $4,736+374.9% | $4,764+372.2% |
| Participant deferral / active EE | $14,264 | $7,111+100.6% | $6,710+112.6% | $5,851+143.8% |
| Admin fee / account holder | $1,026 | $12,126-91.5% | $10,265-90.0% | $11,601-91.2% |