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 | $92,239 | $160,028-42.4% | $147,080-37.3% | $145,884-36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $7,045 | $5,286+33.3% | $4,933+42.8% | $4,662+51.1% |
| Participant deferral / active EE | $12,268 | $8,422+45.7% | $8,066+52.1% | $6,690+83.4% |
| Admin fee / account holder | $2,708 | $15,030-82.0% | $12,989-79.2% | $13,392-79.8% |