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 | $212,408 | $156,927+35.4% | $121,169+75.3% | $139,456+52.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.12% | 1475.85%-1457.7pp | 986.71%-968.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,080 | $5,542-62.5% | $4,168-50.1% | $4,753-56.2% |
| Participant deferral / active EE | $15,000 | $4,848+209.4% | $4,083+267.4% | $6,711+123.5% |
| Admin fee / account holder | $462 | $6,946-93.3% | $5,645-91.8% | $11,407-95.9% |