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 | $231,999 | $110,801+109.4% | $86,868+167.1% | $167,518+38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.05% | 117.00%-100.0pp | 63.53%-46.5pp | 478.71%-461.7pp |
| Employer contribution / active EE | $10,644 | $3,245+228.1% | $2,496+326.5% | $4,838+120.0% |
| Participant deferral / active EE | $10,944 | $4,547+140.7% | $3,699+195.8% | $6,342+72.6% |
| Admin fee / account holder | $4,250 | $8,417-49.5% | $5,829-27.1% | $12,312-65.5% |