Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $225,290 | $160,040+40.8% | $147,096+53.2% | $145,877+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $17,594 | $5,289+232.6% | $4,936+256.5% | $4,663+277.3% |
| Participant deferral / active EE | $12,953 | $8,429+53.7% | $8,071+60.5% | $6,691+93.6% |
| Admin fee / account holder | $12,566 | $15,050-16.5% | $13,005-3.4% | $13,402-6.2% |