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 | $168,451 | $148,623+13.3% | $135,974+23.9% | $139,466+20.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.61% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $8,950 | $5,246+70.6% | $4,859+84.2% | $4,754+88.3% |
| Participant deferral / active EE | $6,597 | $8,103-18.6% | $7,760-15.0% | $6,712-1.7% |
| Admin fee / account holder | $1,013 | $12,406-91.8% | $10,767-90.6% | $11,409-91.1% |