Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,284 | $175,257-76.4% | $149,717-72.4% | $139,456-70.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.40% | 166.70%-154.3pp | 134.41%-122.0pp | 373.45%-361.0pp |
| Employer contribution / active EE | $7,985 | $5,477+45.8% | $4,820+65.7% | $4,753+68.0% |
| Participant deferral / active EE | $10,749 | $6,521+64.8% | $5,682+89.2% | $6,711+60.2% |
| Admin fee / account holder | $1,506 | $16,156-90.7% | $13,213-88.6% | $11,407-86.8% |