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 | $236,691 | $184,000+28.6% | $162,185+45.9% | $152,909+54.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.37% | 150.80%-124.4pp | 115.61%-89.2pp | 345.46%-319.1pp |
| Employer contribution / active EE | $28,434 | $6,370+346.3% | $5,613+406.5% | $4,764+496.9% |
| Participant deferral / active EE | $17,460 | $8,033+117.4% | $7,297+139.3% | $5,851+198.4% |
| Admin fee / account holder | $6,226 | $13,124-52.6% | $10,844-42.6% | $11,601-46.3% |