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 | $228,203 | $100,073+128.0% | $85,126+168.1% | $145,877+56.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 84.11%-71.1pp | 66.63%-53.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $6,458 | $3,236+99.5% | $2,731+136.4% | $4,663+38.5% |
| Participant deferral / active EE | $6,250 | $5,294+18.0% | $4,523+38.2% | $6,691-6.6% |
| Admin fee / account holder | $4,900 | $7,261-32.5% | $6,160-20.5% | $13,402-63.4% |