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 | $236,982 | $102,595+131.0% | $94,057+152.0% | $154,746+53.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.04% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $18,586 | $3,147+490.5% | $2,933+533.7% | $4,379+324.4% |
| Participant deferral / active EE | $16,547 | $5,118+223.3% | $4,709+251.4% | $6,730+145.9% |
| Admin fee / account holder | $74,103 | $7,736+857.9% | $7,244+922.9% | $14,365+415.9% |