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 | $241,807 | $152,619+58.4% | $125,195+93.1% | $152,909+58.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.39% | 54.85%-35.5pp | 43.79%-24.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $15,011 | $4,947+203.4% | $3,866+288.3% | $4,764+215.1% |
| Participant deferral / active EE | $11,326 | $5,869+93.0% | $4,937+129.4% | $5,851+93.6% |
| Admin fee / account holder | $9,630 | $13,437-28.3% | $9,704-0.8% | $11,601-17.0% |