Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $178,209 | $166,020+7.3% | $164,866+8.1% | $145,959+22.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 188.76% | 100.08%+88.7pp | 69.97%+118.8pp | 561.95%-373.2pp |
| Employer contribution / active EE | $15,164 | $5,275+187.5% | $4,343+249.2% | $4,661+225.4% |
| Participant deferral / active EE | $13,915 | $6,961+99.9% | $6,033+130.7% | $6,689+108.0% |
| Admin fee / account holder | $687 | $16,644-95.9% | $12,689-94.6% | $13,398-94.9% |