Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $225,852 | $176,120+28.2% | $159,487+41.6% | $167,553+34.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.60% | 331.95%-320.4pp | 263.71%-252.1pp | 478.89%-467.3pp |
| Employer contribution / active EE | $12,280 | $5,299+131.7% | $4,831+154.2% | $4,840+153.7% |
| Participant deferral / active EE | $6,630 | $7,752-14.5% | $7,354-9.8% | $6,343+4.5% |
| Admin fee / account holder | $937 | $12,561-92.5% | $10,804-91.3% | $12,316-92.4% |