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 | $227,398 | $88,778+156.1% | $81,844+177.8% | $145,884+55.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.78% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $20,169 | $3,087+553.4% | $2,916+591.6% | $4,662+332.6% |
| Participant deferral / active EE | $10,433 | $4,648+124.5% | $4,323+141.3% | $6,690+56.0% |
| Admin fee / account holder | $1,601 | $8,430-81.0% | $7,355-78.2% | $13,392-88.0% |