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 | $227,648 | $149,040+52.7% | $120,225+89.4% | $137,256+65.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.26% | 605.68%-593.4pp | 439.23%-427.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $12,414 | $4,350+185.4% | $3,475+257.2% | $4,156+198.7% |
| Participant deferral / active EE | $10,837 | $4,655+132.8% | $3,999+171.0% | $6,407+69.1% |
| Admin fee / account holder | $1,522 | $6,348-76.0% | $5,696-73.3% | $12,270-87.6% |