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 | $174,810 | $85,171+105.2% | $172,752+1.2% | $72,975+139.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.77% | 27.32%-1.6pp | 802.97%-777.2pp | 81.01%-55.2pp |
| Employer contribution / active EE | $9,308 | $3,324+180.0% | $5,144+81.0% | $2,440+281.5% |
| Participant deferral / active EE | $8,121 | $3,260+149.1% | $5,198+56.2% | $3,608+125.1% |
| Admin fee / account holder | $5,875 | $5,880-0.1% | $13,955-57.9% | $5,124+14.7% |