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 | $132,951 | $157,296-15.5% | $141,191-5.8% | $152,897-13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.13% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $9,048 | $5,262+71.9% | $4,736+91.1% | $4,764+89.9% |
| Participant deferral / active EE | $16,007 | $7,111+125.1% | $6,710+138.6% | $5,851+173.6% |
| Admin fee / account holder | $20,074 | $12,125+65.6% | $10,264+95.6% | $11,599+73.1% |