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 | $229,563 | $112,933+103.3% | $90,970+152.4% | $158,982+44.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.73% | 215.82%-196.1pp | 134.60%-114.9pp | 302.99%-283.3pp |
| Employer contribution / active EE | $4,308 | $2,893+48.9% | $2,122+103.0% | $4,763-9.5% |
| Participant deferral / active EE | $4,653 | $4,128+12.7% | $3,373+37.9% | $5,983-22.2% |
| Admin fee / account holder | $456 | $8,047-94.3% | $5,961-92.3% | $11,252-95.9% |