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 | $233,288 | $157,296+48.3% | $141,191+65.2% | $152,897+52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.14% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $15,721 | $5,262+198.7% | $4,736+231.9% | $4,764+230.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,200 | $12,125-81.9% | $10,264-78.6% | $11,599-81.0% |