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 | $221,012 | $100,895+119.1% | $90,430+144.4% | $158,950+39.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.06% | 1725.54%-1708.5pp | 1293.73%-1276.7pp | 302.91%-285.8pp |
| Employer contribution / active EE | $5,790 | $3,689+57.0% | $3,262+77.5% | $4,762+21.6% |
| Participant deferral / active EE | $5,495 | $4,347+26.4% | $3,963+38.7% | $5,983-8.2% |
| Admin fee / account holder | $1,950 | $6,505-70.0% | $5,613-65.3% | $11,248-82.7% |