Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $193,036 | $111,814+72.6% | $93,654+106.1% | $145,959+32.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.79% | 203.30%-187.5pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $9,022 | $3,092+191.8% | $2,421+272.7% | $4,661+93.6% |
| Participant deferral / active EE | $7,558 | $4,914+53.8% | $4,413+71.3% | $6,689+13.0% |
| Admin fee / account holder | $8,794 | $10,246-14.2% | $8,282+6.2% | $13,398-34.4% |