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 | $208,063 | $109,411+90.2% | $89,435+132.6% | $158,982+30.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.52% | 345.68%-321.2pp | 245.55%-221.0pp | 302.99%-278.5pp |
| Employer contribution / active EE | $7,391 | $3,173+132.9% | $2,587+185.7% | $4,763+55.2% |
| Participant deferral / active EE | $22,750 | $4,600+394.6% | $3,890+484.8% | $5,983+280.2% |
| Admin fee / account holder | $1,083 | $6,159-82.4% | $4,884-77.8% | $11,252-90.4% |