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 | $123,882 | $106,008+16.9% | $92,240+34.3% | $147,586-16.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.68% | 50.05%-29.4pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $16,226 | $4,333+274.4% | $3,680+341.0% | $4,876+232.7% |
| Participant deferral / active EE | $16,998 | $4,478+279.6% | $3,897+336.2% | $5,439+212.5% |
| Admin fee / account holder | $11,532 | $6,333+82.1% | $5,194+122.0% | $10,886+5.9% |