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 | $35,907 | $176,077-79.6% | $159,455-77.5% | $167,518-78.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.16% | 331.83%-312.7pp | 263.63%-244.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $2,149 | $5,298-59.4% | $4,830-55.5% | $4,838-55.6% |
| Participant deferral / active EE | $8,193 | $7,751+5.7% | $7,353+11.4% | $6,342+29.2% |
| Admin fee / account holder | $1,842 | $12,556-85.3% | $10,800-82.9% | $12,312-85.0% |