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 | $247,160 | $138,075+79.0% | $123,552+100.0% | $135,379+82.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.79% | 153.70%-147.9pp | 119.20%-113.4pp | 519.79%-514.0pp |
| Employer contribution / active EE | $18,748 | $5,152+263.9% | $4,628+305.1% | $4,779+292.3% |
| Participant deferral / active EE | $7,179 | $6,800+5.6% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $1,840 | $10,917-83.1% | $9,285-80.2% | $10,828-83.0% |