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 | $94,979 | $159,978-40.6% | $147,041-35.4% | $145,978-34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 98.36%-76.6pp | 419.21%-397.5pp | 550.52%-528.8pp |
| Employer contribution / active EE | $16,188 | $5,288+206.1% | $4,935+228.0% | $4,662+247.3% |
| Participant deferral / active EE | $6,924 | $8,429-17.9% | $8,071-14.2% | $6,690+3.5% |
| Admin fee / account holder | $2,712 | $15,053-82.0% | $13,006-79.1% | $13,400-79.8% |