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 | $216,442 | $190,862+13.4% | $159,991+35.3% | $134,509+60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.98% | 552.59%-570.6pp | 408.82%-426.8pp | 418.13%-436.1pp |
| Employer contribution / active EE | $40,402 | $4,995+708.9% | $4,225+856.3% | $4,741+752.3% |
| Participant deferral / active EE | $23,750 | $6,924+243.0% | $6,183+284.1% | $6,400+271.1% |
| Admin fee / account holder | $10,445 | $10,495-0.5% | $8,715+19.9% | $11,427-8.6% |