Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $194,963 | $185,905+4.9% | $170,057+14.6% | $139,487+39.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.52% | 60.56%-46.0pp | 53.42%-38.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $14,419 | $7,597+89.8% | $6,790+112.3% | $4,755+203.3% |
| Participant deferral / active EE | $9,458 | $11,627-18.7% | $10,411-9.2% | $6,713+40.9% |
| Admin fee / account holder | $14,493 | $15,397-5.9% | $12,826+13.0% | $11,407+27.0% |