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 | $80,490 | $159,978-49.7% | $147,041-45.3% | $145,978-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 98.36%-88.5pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,315 | $5,288-75.1% | $4,935-73.4% | $4,662-71.8% |
| Participant deferral / active EE | $8,138 | $8,429-3.5% | $8,071+0.8% | $6,690+21.6% |
| Admin fee / account holder | $1,390 | $15,053-90.8% | $13,006-89.3% | $13,400-89.6% |