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 | $194,723 | $88,754+119.4% | $81,820+138.0% | $145,877+33.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.53% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $22,113 | $3,085+616.7% | $2,915+658.6% | $4,663+374.2% |
| Participant deferral / active EE | $7,945 | $4,648+71.0% | $4,323+83.8% | $6,691+18.8% |
| Admin fee / account holder | $1,414 | $8,424-83.2% | $7,391-80.9% | $13,402-89.5% |