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 | $122,419 | $96,691+26.6% | $86,656+41.3% | $139,487-12.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.23% | 106.87%-87.6pp | 593.09%-573.9pp | 373.84%-354.6pp |
| Employer contribution / active EE | $7,613 | $3,267+133.0% | $3,025+151.6% | $4,755+60.1% |
| Participant deferral / active EE | $9,176 | $4,838+89.7% | $4,439+106.7% | $6,713+36.7% |
| Admin fee / account holder | $1,252 | $6,414-80.5% | $5,619-77.7% | $11,407-89.0% |