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 | $223,885 | $115,810+93.3% | $101,271+121.1% | $158,966+40.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.96% | 56.15%-33.2pp | 46.48%-23.5pp | 302.95%-280.0pp |
| Employer contribution / active EE | $15,278 | $4,175+265.9% | $3,660+317.4% | $4,762+220.8% |
| Participant deferral / active EE | $3,909 | $4,958-21.2% | $4,371-10.6% | $5,983-34.7% |
| Admin fee / account holder | $1,434 | $7,248-80.2% | $5,948-75.9% | $11,250-87.3% |