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 | $205,744 | $144,130+42.7% | $117,861+74.6% | $147,586+39.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.92% | 531.20%-520.3pp | 335.11%-324.2pp | 578.59%-567.7pp |
| Employer contribution / active EE | $14,476 | $4,897+195.6% | $3,786+282.3% | $4,876+196.9% |
| Participant deferral / active EE | $10,939 | $5,316+105.8% | $4,482+144.1% | $5,439+101.1% |
| Admin fee / account holder | $11,374 | $10,887+4.5% | $8,021+41.8% | $10,886+4.5% |