Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $192,504 | $196,972-2.3% | $182,262+5.6% | $198,609-3.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.97% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $9,097 | $5,364+69.6% | $5,046+80.3% | $5,055+80.0% |
| Participant deferral / active EE | $15,724 | $8,643+81.9% | $8,276+90.0% | $6,977+125.4% |
| Admin fee / account holder | $2,847 | $18,429-84.6% | $16,712-83.0% | $19,030-85.0% |