Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,565 | $112,121-26.4% | $95,960-14.0% | $158,966-48.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.69% | 171.16%-156.5pp | 91.63%-76.9pp | 302.95%-288.3pp |
| Employer contribution / active EE | $9,124 | $3,199+185.2% | $2,541+259.0% | $4,762+91.6% |
| Participant deferral / active EE | $4,852 | $4,784+1.4% | $4,167+16.4% | $5,983-18.9% |
| Admin fee / account holder | $527 | $10,135-94.8% | $6,797-92.2% | $11,250-95.3% |