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 | $237,288 | $165,381+43.5% | $149,730+58.5% | $158,966+49.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.82% | 348.29%-336.5pp | 276.70%-264.9pp | 302.95%-291.1pp |
| Employer contribution / active EE | $13,209 | $5,104+158.8% | $4,645+184.3% | $4,762+177.3% |
| Participant deferral / active EE | $12,742 | $7,182+77.4% | $6,843+86.2% | $5,983+113.0% |
| Admin fee / account holder | $1,760 | $10,809-83.7% | $9,310-81.1% | $11,250-84.4% |