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 | $236,666 | $96,691+144.8% | $86,656+173.1% | $139,487+69.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.55% | 106.87%-84.3pp | 593.09%-570.5pp | 373.84%-351.3pp |
| Employer contribution / active EE | $6,564 | $3,267+100.9% | $3,025+116.9% | $4,755+38.0% |
| Participant deferral / active EE | $10,780 | $4,838+122.8% | $4,439+142.8% | $6,713+60.6% |
| Admin fee / account holder | $2,766 | $6,414-56.9% | $5,619-50.8% | $11,407-75.8% |