Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $204,877 | $180,749+13.3% | $160,784+27.4% | $137,256+49.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.46% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $9,387 | $4,155+125.9% | $3,733+151.5% | $4,156+125.9% |
| Participant deferral / active EE | $19,936 | $6,844+191.3% | $6,293+216.8% | $6,407+211.2% |
| Admin fee / account holder | $6,047 | $10,397-41.8% | $9,717-37.8% | $12,270-50.7% |