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 | $163,653 | $69,515+135.4% | $86,868+88.4% | $85,856+90.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.06% | 20.12%-7.1pp | 63.53%-50.5pp | 318.58%-305.5pp |
| Employer contribution / active EE | $9,103 | $1,880+384.1% | $2,496+264.8% | $2,565+254.9% |
| Participant deferral / active EE | $10,889 | $2,919+273.0% | $3,699+194.3% | $3,952+175.5% |
| Admin fee / account holder | $3,396 | $5,972-43.1% | $5,829-41.7% | $6,261-45.8% |