Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $206,162 | $176,794+16.6% | $146,647+40.6% | $167,553+23.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 55.77% | 24.04%+31.7pp | 22.75%+33.0pp | 478.89%-423.1pp |
| Employer contribution / active EE | $15,499 | $5,161+200.3% | $4,137+274.6% | $4,840+220.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,508 | $13,262-88.6% | $10,281-85.3% | $12,316-87.8% |