Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,099 | $209,422-75.6% | $178,503-71.4% | $158,982-67.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.66% | 188.81%-179.1pp | 151.12%-141.5pp | 302.99%-293.3pp |
| Employer contribution / active EE | $13,295 | $5,707+133.0% | $5,011+165.3% | $4,763+179.1% |
| Participant deferral / active EE | $7,310 | $5,955+22.8% | $5,202+40.5% | $5,983+22.2% |
| Admin fee / account holder | $454 | $17,079-97.3% | $13,987-96.8% | $11,252-96.0% |