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 | $57,877 | $177,353-67.4% | $158,226-63.4% | $198,609-70.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 27.83% | 599.50%-571.7pp | 501.41%-473.6pp | 202.70%-174.9pp |
| Employer contribution / active EE | $13,447 | $3,239+315.2% | $2,986+350.4% | $5,055+166.0% |
| Participant deferral / active EE | $6,216 | $4,615+34.7% | $4,317+44.0% | $6,977-10.9% |
| Admin fee / account holder | $4,336 | $10,960-60.4% | $10,217-57.6% | $19,030-77.2% |