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 | $228,731 | $100,938+126.6% | $90,461+152.9% | $158,982+43.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.30% | 1727.20%-1707.9pp | 1294.76%-1275.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $16,143 | $3,691+337.3% | $3,264+394.6% | $4,763+238.9% |
| Participant deferral / active EE | $12,366 | $4,350+184.3% | $3,964+211.9% | $5,983+106.7% |
| Admin fee / account holder | $310 | $6,510-95.2% | $5,617-94.5% | $11,252-97.2% |