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 | $237,113 | $110,039+115.5% | $97,260+143.8% | $145,884+62.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.83% | 244.44%-230.6pp | 75.54%-61.7pp | 551.85%-538.0pp |
| Employer contribution / active EE | $10,379 | $3,074+237.6% | $2,721+281.4% | $4,662+122.6% |
| Participant deferral / active EE | $7,522 | $4,674+60.9% | $4,262+76.5% | $6,690+12.4% |
| Admin fee / account holder | $800 | $6,204-87.1% | $5,640-85.8% | $13,392-94.0% |