Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,301 | $201,344-65.1% | $184,243-61.8% | $145,877-51.8% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 233.08% | 29.01%+204.1pp | 28.82%+204.3pp | 551.28%-318.2pp |
| Employer contribution / active EE | $7,628 | $7,022+8.6% | $6,427+18.7% | $4,663+63.6% |
| Participant deferral / active EE | $3,937 | $9,807-59.9% | $9,132-56.9% | $6,691-41.2% |
| Admin fee / account holder | $1,387 | $16,382-91.5% | $13,914-90.0% | $13,402-89.7% |