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 | $212,540 | $144,130+47.5% | $117,861+80.3% | $147,586+44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.48% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,507 | $4,897-48.8% | $3,786-33.8% | $4,876-48.6% |
| Participant deferral / active EE | $2,982 | $5,316-43.9% | $4,482-33.5% | $5,439-45.2% |
| Admin fee / account holder | $1,907 | $10,887-82.5% | $8,021-76.2% | $10,886-82.5% |