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 | $147,641 | $183,592-19.6% | $155,574-5.1% | $145,877+1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $10,186 | $5,317+91.6% | $4,676+117.9% | $4,663+118.4% |
| Participant deferral / active EE | $16,595 | $6,466+156.7% | $5,629+194.8% | $6,691+148.0% |
| Admin fee / account holder | $620 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |