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 | $233,777 | $109,411+113.7% | $89,435+161.4% | $158,982+47.0% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 7.16% | 345.68%-338.5pp | 245.55%-238.4pp | 302.99%-295.8pp |
| Employer contribution / active EE | $14,824 | $3,173+367.3% | $2,587+473.0% | $4,763+211.3% |
| Participant deferral / active EE | $15,978 | $4,600+247.4% | $3,890+310.7% | $5,983+167.0% |
| Admin fee / account holder | $22,103 | $6,159+258.9% | $4,884+352.5% | $11,252+96.4% |