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 | $245,454 | $160,070+53.3% | $147,117+66.8% | $145,897+68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $11,502 | $5,285+117.6% | $4,932+133.2% | $4,663+146.7% |
| Participant deferral / active EE | $17,618 | $8,419+109.3% | $8,065+118.5% | $6,689+163.4% |
| Admin fee / account holder | $1,225 | $15,035-91.9% | $12,993-90.6% | $13,390-90.9% |