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 | $223,739 | $180,749+23.8% | $160,784+39.2% | $137,256+63.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.06% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $12,755 | $4,155+207.0% | $3,733+241.7% | $4,156+206.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,697 | $10,397-26.0% | $9,717-20.8% | $12,270-37.3% |