Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,307 | $173,526+29.8% | $136,072+65.6% | $145,884+54.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.76% | 1167.12%-1151.4pp | 580.46%-564.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $7,355 | $5,285+39.2% | $4,216+74.5% | $4,662+57.8% |
| Participant deferral / active EE | $15,150 | $8,711+73.9% | $7,028+115.6% | $6,690+126.5% |
| Admin fee / account holder | $30,191 | $9,665+212.4% | $6,718+349.4% | $13,392+125.4% |