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 | $248,455 | $166,268+49.4% | $165,100+50.5% | $145,897+70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.33% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $15,520 | $5,284+193.7% | $4,348+256.9% | $4,663+232.9% |
| Participant deferral / active EE | $8,500 | $6,964+22.1% | $6,035+40.8% | $6,689+27.1% |
| Admin fee / account holder | $1,509 | $16,659-90.9% | $12,696-88.1% | $13,390-88.7% |