Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $200,000 | $109,967+81.9% | $97,197+105.8% | $145,877+37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 244.27%-233.5pp | 75.47%-64.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,351 | $3,077+41.4% | $2,723+59.8% | $4,663-6.7% |
| Participant deferral / active EE | $22,843 | $4,676+388.5% | $4,263+435.8% | $6,691+241.4% |
| Admin fee / account holder | $933 | $6,199-84.9% | $5,637-83.4% | $13,402-93.0% |