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 | $204,927 | $107,363+90.9% | $92,909+120.6% | $152,897+34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.51% | 145.63%-126.1pp | 109.44%-89.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $6,930 | $4,222+64.1% | $3,653+89.7% | $4,764+45.5% |
| Participant deferral / active EE | $17,665 | $4,848+264.4% | $4,238+316.8% | $5,851+201.9% |
| Admin fee / account holder | $1,965 | $7,082-72.2% | $5,795-66.1% | $11,599-83.1% |