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 | $240,675 | $110,039+118.7% | $97,260+147.5% | $145,884+65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.71% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,286 | $3,074+39.4% | $2,721+57.5% | $4,662-8.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,391 | $6,204-77.6% | $5,640-75.3% | $13,392-89.6% |