Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $143,119 | $125,190+14.3% | $105,624+35.5% | $145,897-1.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.33% | 225.22%-205.9pp | 116.20%-96.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $22,751 | $3,720+511.5% | $3,168+618.2% | $4,663+387.9% |
| Participant deferral / active EE | $31,914 | $5,716+458.3% | $5,013+536.7% | $6,689+377.1% |
| Admin fee / account holder | $37,000 | $17,138+115.9% | $10,961+237.5% | $13,390+176.3% |