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 | $235,555 | $160,028+47.2% | $147,080+60.2% | $145,884+61.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.88% | 98.60%-79.7pp | 420.17%-401.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $5,807 | $5,286+9.9% | $4,933+17.7% | $4,662+24.6% |
| Participant deferral / active EE | $17,530 | $8,422+108.1% | $8,066+117.3% | $6,690+162.0% |
| Admin fee / account holder | $57,224 | $15,030+280.7% | $12,989+340.6% | $13,392+327.3% |