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 | $221,705 | $100,911+119.7% | $90,440+145.1% | $158,966+39.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.26% | 1726.62%-1698.4pp | 1294.38%-1266.1pp | 302.95%-274.7pp |
| Employer contribution / active EE | $6,023 | $3,690+63.2% | $3,263+84.6% | $4,762+26.5% |
| Participant deferral / active EE | $3,404 | $4,348-21.7% | $3,964-14.1% | $5,983-43.1% |
| Admin fee / account holder | $2,205 | $6,507-66.1% | $5,615-60.7% | $11,250-80.4% |