Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $249,028 | $159,978+55.7% | $147,041+69.4% | $145,978+70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $16,464 | $5,288+211.3% | $4,935+233.6% | $4,662+253.2% |
| Participant deferral / active EE | $16,268 | $8,429+93.0% | $8,071+101.6% | $6,690+143.2% |
| Admin fee / account holder | $3,422 | $15,053-77.3% | $13,006-73.7% | $13,400-74.5% |