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 | $212,983 | $154,754+37.6% | $124,206+71.5% | $138,895+53.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.86% | 709.28%-691.4pp | 515.27%-497.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $21,677 | $4,446+387.5% | $3,540+512.3% | $4,194+416.8% |
| Participant deferral / active EE | $20,029 | $4,621+333.4% | $3,968+404.8% | $6,396+213.1% |
| Admin fee / account holder | $6,792 | $6,690+1.5% | $5,929+14.6% | $12,562-45.9% |