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 | $176,148 | $183,592-4.1% | $155,567+13.2% | $145,959+20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-549.0pp |
| Employer contribution / active EE | $9,148 | $5,315+72.1% | $4,674+95.7% | $4,661+96.3% |
| Participant deferral / active EE | $20,218 | $6,464+212.8% | $5,628+259.3% | $6,689+202.3% |
| Admin fee / account holder | $1,476 | $19,318-92.4% | $15,916-90.7% | $13,398-89.0% |