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 | $118,175 | $106,005+11.5% | $92,239+28.1% | $147,585-19.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.53% | 50.05%-35.5pp | 176.29%-161.8pp | 578.58%-564.1pp |
| Employer contribution / active EE | $14,454 | $4,333+233.6% | $3,680+292.8% | $4,876+196.4% |
| Participant deferral / active EE | $11,882 | $4,478+165.3% | $3,897+204.9% | $5,439+118.5% |
| Admin fee / account holder | $2,619 | $6,333-58.7% | $5,194-49.6% | $10,886-75.9% |