Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $138,964 | $114,093+21.8% | $96,171+44.5% | $167,536-17.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.39% | 190.00%-175.6pp | 192.04%-177.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $3,094 | $3,429-9.8% | $2,799+10.5% | $4,839-36.1% |
| Participant deferral / active EE | $15,620 | $5,197+200.6% | $4,350+259.1% | $6,342+146.3% |
| Admin fee / account holder | $919 | $6,899-86.7% | $5,538-83.4% | $12,315-92.5% |