Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $233,368 | $105,160+121.9% | $94,679+146.5% | $139,456+67.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.05% | 38.04%-21.0pp | 156.75%-139.7pp | 373.45%-356.4pp |
| Employer contribution / active EE | $5,876 | $4,107+43.1% | $3,673+60.0% | $4,753+23.6% |
| Participant deferral / active EE | $11,331 | $7,599+49.1% | $7,417+52.8% | $6,711+68.8% |
| Admin fee / account holder | $26,513 | $8,988+195.0% | $7,233+266.6% | $11,407+132.4% |