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 | $221,420 | $183,592+20.6% | $155,567+42.3% | $145,959+51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.95% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $8,067 | $5,315+51.8% | $4,674+72.6% | $4,661+73.1% |
| Participant deferral / active EE | $7,808 | $6,464+20.8% | $5,628+38.7% | $6,689+16.7% |
| Admin fee / account holder | $16,986 | $19,318-12.1% | $15,916+6.7% | $13,398+26.8% |