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 | $95,901 | $102,382-6.3% | $147,005-34.8% | $80,874+18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.48% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,773 | $3,715+82.3% | $4,934+37.3% | $2,756+145.8% |
| Participant deferral / active EE | $7,313 | $6,646+10.0% | $8,070-9.4% | $4,297+70.2% |
| Admin fee / account holder | $8,314 | $7,942+4.7% | $13,006-36.1% | $6,935+19.9% |