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 | $169,544 | $185,312-8.5% | $161,489+5.0% | $154,746+9.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.23% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $11,637 | $4,769+144.0% | $4,268+172.6% | $4,379+165.7% |
| Participant deferral / active EE | $22,164 | $6,350+249.1% | $5,630+293.7% | $6,730+229.3% |
| Admin fee / account holder | $760 | $18,654-95.9% | $16,006-95.3% | $14,365-94.7% |