Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $247,026 | $133,983+84.4% | $112,244+120.1% | $134,493+83.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 206.87% | 47.13%+159.7pp | 27.46%+179.4pp | 418.01%-211.1pp |
| Employer contribution / active EE | $29,317 | $4,039+625.9% | $3,635+706.5% | $4,740+518.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,565 | $7,490-52.4% | $6,411-44.4% | $11,425-68.8% |