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 | $228,754 | $132,634+72.5% | $115,768+97.6% | $137,256+66.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.11% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $10,412 | $3,360+209.9% | $2,940+254.2% | $4,156+150.5% |
| Participant deferral / active EE | $12,267 | $5,619+118.3% | $4,917+149.5% | $6,407+91.5% |
| Admin fee / account holder | $21,999 | $15,028+46.4% | $12,439+76.8% | $12,270+79.3% |