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 | $71,057 | $160,040-55.6% | $147,096-51.7% | $145,877-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $5,876 | $5,289+11.1% | $4,936+19.0% | $4,663+26.0% |
| Participant deferral / active EE | $10,648 | $8,429+26.3% | $8,071+31.9% | $6,691+59.2% |
| Admin fee / account holder | $637 | $15,050-95.8% | $13,005-95.1% | $13,402-95.2% |