Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $206,363 | $160,070+28.9% | $147,117+40.3% | $145,897+41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $25,000 | $5,285+373.1% | $4,932+406.8% | $4,663+436.2% |
| Participant deferral / active EE | $37,020 | $8,419+339.7% | $8,065+359.0% | $6,689+453.4% |
| Admin fee / account holder | $949 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |