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 | $239,734 | $185,225+29.4% | $142,898+67.8% | $167,536+43.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.40% | 8558.12%-8544.7pp | 5639.64%-5626.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $2,146 | $5,607-61.7% | $4,146-48.2% | $4,839-55.7% |
| Participant deferral / active EE | $7,302 | $4,496+62.4% | $3,838+90.2% | $6,342+15.1% |
| Admin fee / account holder | $8,728 | $8,032+8.7% | $6,560+33.0% | $12,315-29.1% |