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 | $232,675 | $217,432+7.0% | $185,851+25.2% | $167,553+38.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.90% | 148.43%-127.5pp | 122.11%-101.2pp | 478.89%-458.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $30,318 | $6,357+376.9% | $5,569+444.5% | $6,343+378.0% |
| Admin fee / account holder | $51,636 | $19,820+160.5% | $16,245+217.9% | $12,316+319.2% |