Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $166,119 | $217,427-23.6% | $185,837-10.6% | $167,518-0.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.93% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $6,468 | $5,874+10.1% | $5,168+25.2% | $4,838+33.7% |
| Participant deferral / active EE | $7,020 | $6,357+10.4% | $5,568+26.1% | $6,342+10.7% |
| Admin fee / account holder | $3,832 | $19,816-80.7% | $16,241-76.4% | $12,312-68.9% |