Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $176,043 | $159,934+10.1% | $147,005+19.8% | $145,959+20.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 65.51% | 98.24%-32.7pp | 418.76%-353.3pp | 561.95%-496.4pp |
| Employer contribution / active EE | $24,973 | $5,287+372.3% | $4,934+406.1% | $4,661+435.8% |
| Participant deferral / active EE | $12,934 | $8,427+53.5% | $8,070+60.3% | $6,689+93.4% |
| Admin fee / account holder | $153,250 | $15,053+918.0% | $13,006+1078.3% | $13,398+1043.8% |