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 | $165,824 | $150,435+10.2% | $120,580+37.5% | $145,897+13.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.47% | 154.60%-142.1pp | 107.48%-95.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,500 | $4,352+3.4% | $3,469+29.7% | $4,663-3.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $330 | $12,182-97.3% | $9,418-96.5% | $13,390-97.5% |