Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,924 | $159,978-57.5% | $147,041-53.8% | $145,978-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 98.36%-78.7pp | 419.21%-399.5pp | 550.52%-530.8pp |
| Employer contribution / active EE | $4,394 | $5,288-16.9% | $4,935-11.0% | $4,662-5.7% |
| Participant deferral / active EE | $17,576 | $8,429+108.5% | $8,071+117.8% | $6,690+162.7% |
| Admin fee / account holder | $660 | $15,053-95.6% | $13,006-94.9% | $13,400-95.1% |