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 | $228,989 | $160,040+43.1% | $147,096+55.7% | $145,877+57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,210 | $5,289-58.2% | $4,936-55.2% | $4,663-52.6% |
| Participant deferral / active EE | $7,747 | $8,429-8.1% | $8,071-4.0% | $6,691+15.8% |
| Admin fee / account holder | $1,326 | $15,050-91.2% | $13,005-89.8% | $13,402-90.1% |