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 | $247,227 | $112,933+118.9% | $90,970+171.8% | $158,982+55.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 9.48% | 215.82%-206.3pp | 134.60%-125.1pp | 302.99%-293.5pp |
| Employer contribution / active EE | $10,409 | $2,893+259.8% | $2,122+390.6% | $4,763+118.5% |
| Participant deferral / active EE | $6,838 | $4,128+65.7% | $3,373+102.7% | $5,983+14.3% |
| Admin fee / account holder | $26,448 | $8,047+228.7% | $5,961+343.7% | $11,252+135.1% |