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 | $157,931 | $106,008+49.0% | $92,240+71.2% | $147,586+7.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.56% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $17,289 | $4,333+299.0% | $3,680+369.9% | $4,876+254.5% |
| Participant deferral / active EE | $5,251 | $4,478+17.3% | $3,897+34.7% | $5,439-3.5% |
| Admin fee / account holder | $14,293 | $6,333+125.7% | $5,194+175.2% | $10,886+31.3% |