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 | $230,218 | $90,691+153.8% | $76,119+202.4% | $145,884+57.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.52% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $15,017 | $3,329+351.1% | $2,693+457.7% | $4,662+222.1% |
| Participant deferral / active EE | $7,629 | $5,167+47.6% | $4,259+79.1% | $6,690+14.0% |
| Admin fee / account holder | $8,892 | $8,383+6.1% | $6,421+38.5% | $13,392-33.6% |