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 | $242,304 | $183,516+32.0% | $155,534+55.8% | $145,884+66.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $14,726 | $5,315+177.1% | $4,675+215.0% | $4,662+215.8% |
| Participant deferral / active EE | $8,817 | $6,467+36.4% | $5,630+56.6% | $6,690+31.8% |
| Admin fee / account holder | $1,399 | $19,293-92.7% | $15,900-91.2% | $13,392-89.6% |