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 | $145,752 | $111,535+30.7% | $105,223+38.5% | $137,256+6.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.77% | 237.85%-213.1pp | 180.65%-155.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $13,681 | $3,939+247.3% | $3,689+270.9% | $4,156+229.2% |
| Participant deferral / active EE | $9,849 | $5,500+79.1% | $5,072+94.2% | $6,407+53.7% |
| Admin fee / account holder | $388 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |