Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $228,702 | $180,749+26.5% | $160,784+42.2% | $137,256+66.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.42% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $18,460 | $4,155+344.2% | $3,733+394.5% | $4,156+344.2% |
| Participant deferral / active EE | $18,625 | $6,844+172.1% | $6,293+196.0% | $6,407+190.7% |
| Admin fee / account holder | $815 | $10,397-92.2% | $9,717-91.6% | $12,270-93.4% |