Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $226,575 | $89,364+153.5% | $141,177+60.5% | $72,983+210.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.87% | 111.86%-90.0pp | 71.40%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $12,515 | $3,115+301.8% | $4,736+164.3% | $2,440+412.9% |
| Participant deferral / active EE | $11,629 | $5,419+114.6% | $6,710+73.3% | $3,608+222.4% |
| Admin fee / account holder | $2,002 | $5,959-66.4% | $10,263-80.5% | $5,124-60.9% |