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 | $230,684 | $198,457+16.2% | $170,435+35.4% | $147,586+56.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $15,849 | $6,183+156.3% | $5,432+191.7% | $4,876+225.0% |
| Participant deferral / active EE | $10,532 | $5,629+87.1% | $4,939+113.2% | $5,439+93.7% |
| Admin fee / account holder | $999 | $16,852-94.1% | $13,881-92.8% | $10,886-90.8% |