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 | $234,876 | $171,867+36.7% | $149,721+56.9% | $147,586+59.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 12.76% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,921 | $7,270+36.5% | $6,568+51.0% | $5,439+82.4% |
| Admin fee / account holder | $5,059 | $13,799-63.3% | $11,282-55.2% | $10,886-53.5% |