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 | $58,529 | $106,008-44.8% | $92,240-36.5% | $147,587-60.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.29%-158.2pp | 578.60%-560.5pp |
| Employer contribution / active EE | $10,869 | $4,333+150.8% | $3,680+195.4% | $4,876+122.9% |
| Participant deferral / active EE | $9,061 | $4,478+102.3% | $3,897+132.5% | $5,439+66.6% |
| Admin fee / account holder | $579 | $6,333-90.9% | $5,194-88.9% | $10,886-94.7% |