Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $240,599 | $102,393+135.0% | $147,041+63.6% | $80,911+197.4% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 23.85% | 134.95%-111.1pp | 419.21%-395.4pp | 35.63%-11.8pp |
| Employer contribution / active EE | $17,288 | $3,715+365.3% | $4,935+250.3% | $2,756+527.3% |
| Participant deferral / active EE | $13,362 | $6,647+101.0% | $8,071+65.6% | $4,297+210.9% |
| Admin fee / account holder | $10,067 | $7,943+26.7% | $13,006-22.6% | $6,935+45.2% |