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 | $235,891 | $160,070+47.4% | $147,117+60.3% | $145,897+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $15,758 | $5,285+198.2% | $4,932+219.5% | $4,663+238.0% |
| Participant deferral / active EE | $16,027 | $8,419+90.4% | $8,065+98.7% | $6,689+139.6% |
| Admin fee / account holder | $2,451 | $15,035-83.7% | $12,993-81.1% | $13,390-81.7% |