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 | $143,921 | $103,008+39.7% | $90,304+59.4% | $152,897-5.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.51% | 95.22%-78.7pp | 78.13%-61.6pp | 345.43%-328.9pp |
| Employer contribution / active EE | $11,520 | $3,139+267.0% | $2,855+303.5% | $4,764+141.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,475 | $6,175+37.3% | $5,354+58.3% | $11,599-26.9% |