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 | $244,927 | $166,020+47.5% | $164,866+48.6% | $145,959+67.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.18% | 100.08%-89.9pp | 69.97%-59.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $9,363 | $5,275+77.5% | $4,343+115.6% | $4,661+100.9% |
| Participant deferral / active EE | $7,983 | $6,961+14.7% | $6,033+32.3% | $6,689+19.4% |
| Admin fee / account holder | $8,752 | $16,644-47.4% | $12,689-31.0% | $13,398-34.7% |