Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,408 | $202,440-56.8% | $169,390-48.4% | $139,466-37.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.68% | 532.36%-509.7pp | 406.07%-383.4pp | 373.66%-351.0pp |
| Employer contribution / active EE | $12,332 | $4,693+162.8% | $4,013+207.3% | $4,754+159.4% |
| Participant deferral / active EE | $13,691 | $6,940+97.3% | $6,222+120.0% | $6,712+104.0% |
| Admin fee / account holder | $1,179 | $10,722-89.0% | $9,015-86.9% | $11,409-89.7% |