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 | $234,457 | $160,070+46.5% | $147,117+59.4% | $145,897+60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $5,205 | $5,285-1.5% | $4,932+5.5% | $4,663+11.6% |
| Participant deferral / active EE | $16,782 | $8,419+99.3% | $8,065+108.1% | $6,689+150.9% |
| Admin fee / account holder | $31,775 | $15,035+111.3% | $12,993+144.6% | $13,390+137.3% |