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 | $214,368 | $106,001+102.2% | $92,235+132.4% | $147,585+45.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 23.44% | 50.05%-26.6pp | 176.28%-152.8pp | 578.56%-555.1pp |
| Employer contribution / active EE | $2,425 | $4,333-44.0% | $3,679-34.1% | $4,876-50.3% |
| Participant deferral / active EE | $5,019 | $4,478+12.1% | $3,897+28.8% | $5,439-7.7% |
| Admin fee / account holder | $505 | $6,332-92.0% | $5,194-90.3% | $10,885-95.4% |