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 | $142,631 | $108,897+31.0% | $100,378+42.1% | $145,877-2.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 58.17%-42.8pp | 49.41%-34.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $8,476 | $4,420+91.8% | $3,942+115.0% | $4,663+81.8% |
| Participant deferral / active EE | $20,722 | $8,455+145.1% | $8,087+156.2% | $6,691+209.7% |
| Admin fee / account holder | $7,507 | $9,690-22.5% | $7,899-5.0% | $13,402-44.0% |