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 | $141,539 | $209,425-32.4% | $178,499-20.7% | $158,966-11.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.74% | 188.80%-171.1pp | 151.10%-133.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $36,836 | $5,707+545.4% | $5,011+635.1% | $4,762+673.5% |
| Participant deferral / active EE | $4,887 | $5,955-17.9% | $5,202-6.1% | $5,983-18.3% |
| Admin fee / account holder | $921 | $17,078-94.6% | $13,986-93.4% | $11,250-91.8% |