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 | $217,233 | $111,785+94.3% | $93,669+131.9% | $145,877+48.9% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 14.63% | 203.79%-189.2pp | 133.59%-119.0pp | 551.28%-536.7pp |
| Employer contribution / active EE | $8,158 | $3,096+163.5% | $2,424+236.6% | $4,663+74.9% |
| Participant deferral / active EE | $12,605 | $4,919+156.3% | $4,416+185.5% | $6,691+88.4% |
| Admin fee / account holder | $4,027 | $10,256-60.7% | $8,291-51.4% | $13,402-70.0% |