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 | $184,364 | $176,105+4.7% | $159,474+15.6% | $167,536+10.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.88% | 331.91%-318.0pp | 263.68%-249.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $13,625 | $5,299+157.1% | $4,831+182.0% | $4,839+181.6% |
| Participant deferral / active EE | $11,906 | $7,751+53.6% | $7,353+61.9% | $6,342+87.7% |
| Admin fee / account holder | $1,960 | $12,559-84.4% | $10,802-81.9% | $12,315-84.1% |