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 | $198,127 | $104,907+88.9% | $84,610+134.2% | $152,870+29.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.00% | 373.79%-348.8pp | 258.74%-233.7pp | 345.34%-320.3pp |
| Employer contribution / active EE | $10,066 | $3,301+204.9% | $2,652+279.5% | $4,763+111.3% |
| Participant deferral / active EE | $12,931 | $4,688+175.9% | $3,899+231.7% | $5,850+121.0% |
| Admin fee / account holder | $1,065 | $6,241-82.9% | $4,912-78.3% | $11,597-90.8% |