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 | $216,171 | $111,830+93.3% | $93,696+130.7% | $145,884+48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.08% | 204.08%-186.0pp | 133.74%-115.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $11,576 | $3,093+274.3% | $2,422+378.0% | $4,662+148.3% |
| Participant deferral / active EE | $8,647 | $4,920+75.7% | $4,417+95.8% | $6,690+29.3% |
| Admin fee / account holder | $2,244 | $10,249-78.1% | $8,287-72.9% | $13,392-83.2% |