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 | $230,048 | $115,810+98.6% | $101,271+127.2% | $158,966+44.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.92% | 56.15%-40.2pp | 46.48%-30.6pp | 302.95%-287.0pp |
| Employer contribution / active EE | $11,446 | $4,175+174.1% | $3,660+212.7% | $4,762+140.3% |
| Participant deferral / active EE | $7,362 | $4,958+48.5% | $4,371+68.4% | $5,983+23.0% |
| Admin fee / account holder | $1,983 | $7,248-72.6% | $5,948-66.7% | $11,250-82.4% |