Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $240,599 | $102,385+135.0% | $147,080+63.6% | $80,935+197.3% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 23.85% | 135.09%-111.2pp | 420.17%-396.3pp | 35.66%-11.8pp |
| Employer contribution / active EE | $17,288 | $3,717+365.1% | $4,933+250.4% | $2,757+527.1% |
| Participant deferral / active EE | $13,362 | $6,651+100.9% | $8,066+65.6% | $4,299+210.8% |
| Admin fee / account holder | $10,067 | $7,951+26.6% | $12,989-22.5% | $6,924+45.4% |