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 | $215,990 | $88,778+143.3% | $81,844+163.9% | $145,884+48.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.99% | 1033.03%-1015.0pp | 778.87%-760.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $9,097 | $3,087+194.7% | $2,916+211.9% | $4,662+95.1% |
| Participant deferral / active EE | $3,340 | $4,648-28.1% | $4,323-22.7% | $6,690-50.1% |
| Admin fee / account holder | $3,246 | $8,430-61.5% | $7,355-55.9% | $13,392-75.8% |