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 | $232,587 | $129,737+79.3% | $119,126+95.2% | $154,746+50.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.13% | 379.08%-361.9pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $16,786 | $4,375+283.7% | $4,034+316.2% | $4,379+283.3% |
| Participant deferral / active EE | $11,573 | $5,842+98.1% | $5,318+117.6% | $6,730+72.0% |
| Admin fee / account holder | $3,143 | $11,961-73.7% | $10,693-70.6% | $14,365-78.1% |