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 | $87,111 | $160,040-45.6% | $147,096-40.8% | $145,877-40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.32% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,923 | $5,289-44.7% | $4,936-40.8% | $4,663-37.3% |
| Participant deferral / active EE | $9,503 | $8,429+12.7% | $8,071+17.7% | $6,691+42.0% |
| Admin fee / account holder | $1,384 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |