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 | $233,967 | $175,257+33.5% | $149,717+56.3% | $139,456+67.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 166.70%-152.0pp | 134.41%-119.7pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,262 | $5,477-40.4% | $4,820-32.3% | $4,753-31.4% |
| Participant deferral / active EE | $11,117 | $6,521+70.5% | $5,682+95.7% | $6,711+65.6% |
| Admin fee / account holder | $966 | $16,156-94.0% | $13,213-92.7% | $11,407-91.5% |