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 | $239,448 | $176,077+36.0% | $159,455+50.2% | $167,518+42.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.70% | 331.83%-319.1pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $8,951 | $5,298+68.9% | $4,830+85.3% | $4,838+85.0% |
| Participant deferral / active EE | $5,686 | $7,751-26.6% | $7,353-22.7% | $6,342-10.4% |
| Admin fee / account holder | $4,225 | $12,556-66.4% | $10,800-60.9% | $12,312-65.7% |