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 | $240,886 | $217,432+10.8% | $185,849+29.6% | $167,536+43.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.90% | 148.42%-134.5pp | 122.10%-108.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $14,223 | $5,875+142.1% | $5,169+175.2% | $4,839+193.9% |
| Participant deferral / active EE | $13,819 | $6,357+117.4% | $5,569+148.2% | $6,342+117.9% |
| Admin fee / account holder | $799 | $19,818-96.0% | $16,244-95.1% | $12,315-93.5% |