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 | $229,396 | $134,817+70.2% | $123,973+85.0% | $155,188+47.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.7%+18.1pp | 80.8%+13.9pp |
| Annual return | 16.91% | 515.49%-498.6pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $10,577 | $4,425+139.0% | $4,126+156.4% | $4,248+149.0% |
| Participant deferral / active EE | $11,481 | $5,706+101.2% | $5,247+118.8% | $6,531+75.8% |
| Admin fee / account holder | $110,292 | $13,245+732.7% | $11,799+834.8% | $14,480+661.7% |