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 | $171,351 | $106,008+61.6% | $92,240+85.8% | $147,586+16.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.86% | 50.05%-32.2pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $20,338 | $4,333+369.3% | $3,680+452.7% | $4,876+317.1% |
| Participant deferral / active EE | $10,705 | $4,478+139.0% | $3,897+174.7% | $5,439+96.8% |
| Admin fee / account holder | $34,418 | $6,333+443.5% | $5,194+562.6% | $10,886+216.2% |