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 | $113,208 | $73,518+54.0% | $63,003+79.7% | $147,585-23.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 28.71% | 175.46%-146.7pp | 87.59%-58.9pp | 578.56%-549.8pp |
| Employer contribution / active EE | $8,426 | $3,322+153.6% | $2,760+205.3% | $4,876+72.8% |
| Participant deferral / active EE | $7,059 | $4,183+68.7% | $3,329+112.0% | $5,439+29.8% |
| Admin fee / account holder | $488 | $5,952-91.8% | $3,600-86.4% | $10,885-95.5% |