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 | $188,865 | $102,422+84.4% | $147,117+28.4% | $80,959+133.3% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 12.38% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,549 | $3,717+76.2% | $4,932+32.8% | $2,757+137.5% |
| Participant deferral / active EE | $17,257 | $6,652+159.4% | $8,065+114.0% | $4,300+301.3% |
| Admin fee / account holder | $15,264 | $7,953+91.9% | $12,993+17.5% | $6,925+120.4% |