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 | $216,167 | $126,519+70.9% | $106,201+103.5% | $145,959+48.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.39% | 225.10%-204.7pp | 116.26%-95.9pp | 561.95%-541.6pp |
| Employer contribution / active EE | $7,616 | $3,726+104.4% | $3,170+140.3% | $4,661+63.4% |
| Participant deferral / active EE | $14,948 | $5,716+161.5% | $5,012+198.2% | $6,689+123.5% |
| Admin fee / account holder | $2,882 | $17,312-83.4% | $11,039-73.9% | $13,398-78.5% |