Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $248,256 | $99,995+148.3% | $85,063+191.9% | $145,978+70.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 83.99%-70.4pp | 66.54%-53.0pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,644 | $3,231+12.8% | $2,727+33.6% | $4,662-21.8% |
| Participant deferral / active EE | $4,677 | $5,295-11.7% | $4,523+3.4% | $6,690-30.1% |
| Admin fee / account holder | $21,506 | $7,255+196.4% | $6,155+249.4% | $13,400+60.5% |