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 | $173,058 | $132,634+30.5% | $115,768+49.5% | $137,256+26.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.46% | 160.70%-139.2pp | 100.46%-79.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $19,511 | $3,360+480.7% | $2,940+563.7% | $4,156+369.5% |
| Participant deferral / active EE | $23,173 | $5,619+312.4% | $4,917+371.3% | $6,407+261.7% |
| Admin fee / account holder | $946 | $15,028-93.7% | $12,439-92.4% | $12,270-92.3% |