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 | $217,946 | $118,695+83.6% | $98,916+120.3% | $158,950+37.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.04% | 372.39%-359.4pp | 196.45%-183.4pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,341 | $3,333-29.8% | $2,689-12.9% | $4,762-50.8% |
| Participant deferral / active EE | $4,894 | $5,088-3.8% | $4,245+15.3% | $5,983-18.2% |
| Admin fee / account holder | $1,844 | $10,132-81.8% | $6,642-72.2% | $11,248-83.6% |