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 | $102,565 | $114,093-10.1% | $96,171+6.6% | $167,536-38.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 14.41% | 190.00%-175.6pp | 192.04%-177.6pp | 478.82%-464.4pp |
| Employer contribution / active EE | $6,132 | $3,429+78.8% | $2,799+119.1% | $4,839+26.7% |
| Participant deferral / active EE | $9,140 | $5,197+75.9% | $4,350+110.1% | $6,342+44.1% |
| Admin fee / account holder | $3,539 | $6,899-48.7% | $5,538-36.1% | $12,315-71.3% |