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 | $189,891 | $176,105+7.8% | $159,474+19.1% | $167,536+13.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.93% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,851 | $5,299-46.2% | $4,831-41.0% | $4,839-41.1% |
| Participant deferral / active EE | $7,481 | $7,751-3.5% | $7,353+1.7% | $6,342+18.0% |
| Admin fee / account holder | $837 | $12,559-93.3% | $10,802-92.3% | $12,315-93.2% |