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 | $105,678 | $102,393+3.2% | $147,041-28.1% | $80,911+30.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.58% | 134.95%-118.4pp | 419.21%-402.6pp | 35.63%-19.1pp |
| Employer contribution / active EE | $3,733 | $3,715+0.5% | $4,935-24.4% | $2,756+35.5% |
| Participant deferral / active EE | $13,349 | $6,647+100.8% | $8,071+65.4% | $4,297+210.6% |
| Admin fee / account holder | $8,829 | $7,943+11.2% | $13,006-32.1% | $6,935+27.3% |