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 | $221,432 | $183,988+20.4% | $162,177+36.5% | $152,897+44.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.18% | 150.79%-125.6pp | 115.60%-90.4pp | 345.43%-320.3pp |
| Employer contribution / active EE | $25,672 | $6,370+303.0% | $5,613+357.4% | $4,764+438.9% |
| Participant deferral / active EE | $21,194 | $8,032+163.9% | $7,297+190.5% | $5,851+262.2% |
| Admin fee / account holder | $1,671 | $13,123-87.3% | $10,843-84.6% | $11,599-85.6% |