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 | $88,675 | $176,688-49.8% | $130,660-32.1% | $152,909-42.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 23.10% | 2693.08%-2670.0pp | 1709.29%-1686.2pp | 345.46%-322.4pp |
| Employer contribution / active EE | $6,222 | $5,743+8.3% | $4,092+52.0% | $4,764+30.6% |
| Participant deferral / active EE | $2,162 | $4,362-50.4% | $3,603-40.0% | $5,851-63.1% |
| Admin fee / account holder | $716 | $7,131-90.0% | $5,463-86.9% | $11,601-93.8% |