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 | $212,483 | $166,242+27.8% | $165,071+28.7% | $145,884+45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.39% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $12,251 | $5,283+131.9% | $4,347+181.8% | $4,662+162.8% |
| Participant deferral / active EE | $15,240 | $6,964+118.8% | $6,035+152.5% | $6,690+127.8% |
| Admin fee / account holder | $17,079 | $16,658+2.5% | $12,695+34.5% | $13,392+27.5% |