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 | $245,701 | $183,539+33.9% | $155,556+58.0% | $145,897+68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $17,007 | $5,315+220.0% | $4,675+263.8% | $4,663+264.8% |
| Participant deferral / active EE | $11,100 | $6,467+71.6% | $5,631+97.1% | $6,689+65.9% |
| Admin fee / account holder | $23,965 | $19,275+24.3% | $15,885+50.9% | $13,390+79.0% |