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 | $239,540 | $176,120+36.0% | $159,487+50.2% | $167,553+43.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.80% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $12,587 | $5,299+137.5% | $4,831+160.5% | $4,840+160.1% |
| Participant deferral / active EE | $15,600 | $7,752+101.2% | $7,354+112.1% | $6,343+146.0% |
| Admin fee / account holder | $1,502 | $12,561-88.0% | $10,804-86.1% | $12,316-87.8% |