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 | $212,802 | $175,259+21.4% | $149,723+42.1% | $139,487+52.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $6,729 | $5,478+22.8% | $4,821+39.6% | $4,755+41.5% |
| Participant deferral / active EE | $6,219 | $6,522-4.6% | $5,682+9.4% | $6,713-7.4% |
| Admin fee / account holder | $738 | $16,158-95.4% | $13,215-94.4% | $11,407-93.5% |