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 | $237,302 | $102,663+131.1% | $86,216+175.2% | $139,466+70.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.42% | 1924.52%-1908.1pp | 1169.42%-1153.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $9,470 | $3,035+212.1% | $2,382+297.6% | $4,754+99.2% |
| Participant deferral / active EE | $8,750 | $4,677+87.1% | $3,986+119.5% | $6,712+30.4% |
| Admin fee / account holder | $1,067 | $8,663-87.7% | $6,853-84.4% | $11,409-90.7% |