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 | $212,908 | $175,257+21.5% | $149,717+42.2% | $139,456+52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.34% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $12,532 | $5,477+128.8% | $4,820+160.0% | $4,753+163.7% |
| Participant deferral / active EE | $9,603 | $6,521+47.3% | $5,682+69.0% | $6,711+43.1% |
| Admin fee / account holder | $3,394 | $16,156-79.0% | $13,213-74.3% | $11,407-70.2% |