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 | $247,165 | $110,039+124.6% | $97,260+154.1% | $145,884+69.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.07% | 244.44%-233.4pp | 75.54%-64.5pp | 551.85%-540.8pp |
| Employer contribution / active EE | $10,762 | $3,074+250.1% | $2,721+295.5% | $4,662+130.8% |
| Participant deferral / active EE | $7,651 | $4,674+63.7% | $4,262+79.5% | $6,690+14.4% |
| Admin fee / account holder | $2,387 | $6,204-61.5% | $5,640-57.7% | $13,392-82.2% |