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 | $204,252 | $96,419+111.8% | $80,648+153.3% | $139,487+46.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.49% | 1352.86%-1337.4pp | 937.21%-921.7pp | 373.84%-358.4pp |
| Employer contribution / active EE | $4,282 | $3,261+31.3% | $2,724+57.2% | $4,755-9.9% |
| Participant deferral / active EE | $14,056 | $5,225+169.0% | $4,443+216.3% | $6,713+109.4% |
| Admin fee / account holder | $933 | $6,605-85.9% | $5,382-82.7% | $11,407-91.8% |