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 | $220,764 | $160,040+37.9% | $147,096+50.1% | $145,877+51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.08% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $18,572 | $5,289+251.1% | $4,936+276.3% | $4,663+298.3% |
| Participant deferral / active EE | $19,030 | $8,429+125.8% | $8,071+135.8% | $6,691+184.4% |
| Admin fee / account holder | $24,125 | $15,050+60.3% | $13,005+85.5% | $13,402+80.0% |