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 | $224,398 | $185,883+20.7% | $170,043+32.0% | $139,466+60.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.28% | 60.54%-39.3pp | 53.40%-32.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $15,982 | $7,596+110.4% | $6,790+135.4% | $4,754+236.2% |
| Participant deferral / active EE | $17,436 | $11,626+50.0% | $10,410+67.5% | $6,712+159.8% |
| Admin fee / account holder | $5,569 | $15,393-63.8% | $12,824-56.6% | $11,409-51.2% |