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 | $140,362 | $102,635+36.8% | $86,209+62.8% | $139,456+0.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.50% | 1923.53%-1912.0pp | 1169.05%-1157.6pp | 373.45%-362.0pp |
| Employer contribution / active EE | $12,727 | $3,034+319.5% | $2,381+434.4% | $4,753+167.8% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,545 | $8,661-82.2% | $6,853-77.4% | $11,407-86.5% |