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 | $217,052 | $150,412+44.3% | $120,574+80.0% | $145,884+48.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+16.9pp | 80.3%+8.6pp |
| Annual return | 50.16% | 154.50%-104.3pp | 107.42%-57.3pp | 551.85%-501.7pp |
| Employer contribution / active EE | $2,603 | $4,355-40.2% | $3,471-25.0% | $4,662-44.2% |
| Participant deferral / active EE | $4,073 | $6,175-34.0% | $4,996-18.5% | $6,690-39.1% |
| Admin fee / account holder | $72,967 | $12,224+496.9% | $9,445+672.6% | $13,392+444.9% |