Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $185,590 | $156,963+18.2% | $121,204+53.1% | $139,466+33.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.5%+8.2pp | 80.3%-2.6pp |
| Annual return | 16.10% | 1476.75%-1460.6pp | 987.18%-971.1pp | 373.66%-357.6pp |
| Employer contribution / active EE | $7,171 | $5,544+29.3% | $4,170+72.0% | $4,754+50.8% |
| Participant deferral / active EE | $4,264 | $4,848-12.0% | $4,083+4.4% | $6,712-36.5% |
| Admin fee / account holder | $455 | $6,953-93.5% | $5,651-92.0% | $11,409-96.0% |