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 | $102,429+134.9% | $147,096+63.6% | $80,925+197.3% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 23.85% | 135.02%-111.2pp | 419.75%-395.9pp | 35.65%-11.8pp |
| Employer contribution / active EE | $17,288 | $3,716+365.3% | $4,936+250.2% | $2,756+527.2% |
| Participant deferral / active EE | $13,362 | $6,649+101.0% | $8,071+65.5% | $4,299+210.8% |
| Admin fee / account holder | $10,067 | $7,957+26.5% | $13,005-22.6% | $6,940+45.1% |