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 | $239,775 | $124,175+93.1% | $108,405+121.2% | $167,553+43.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.49% | 1380.13%-1369.6pp | 905.55%-895.1pp | 478.89%-468.4pp |
| Employer contribution / active EE | $22,767 | $4,188+443.7% | $3,559+539.7% | $4,840+370.4% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,235 | $9,457+8.2% | $7,297+40.3% | $12,316-16.9% |