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 | $150,250 | $96,388+55.9% | $80,627+86.4% | $139,466+7.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.34% | 1352.08%-1335.7pp | 936.76%-920.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $9,178 | $3,260+181.5% | $2,723+237.1% | $4,754+93.1% |
| Participant deferral / active EE | $10,546 | $5,224+101.9% | $4,443+137.4% | $6,712+57.1% |
| Admin fee / account holder | $2,413 | $6,603-63.5% | $5,381-55.2% | $11,409-78.9% |