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 | $214,035 | $175,257+22.1% | $149,717+43.0% | $139,456+53.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.33% | 166.70%-135.4pp | 134.41%-103.1pp | 373.45%-342.1pp |
| Employer contribution / active EE | $4,473 | $5,477-18.3% | $4,820-7.2% | $4,753-5.9% |
| Participant deferral / active EE | $12,037 | $6,521+84.6% | $5,682+111.9% | $6,711+79.4% |
| Admin fee / account holder | $1,896 | $16,156-88.3% | $13,213-85.6% | $11,407-83.4% |