Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,716 | $150,435-59.0% | $120,580-48.8% | $145,897-57.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.25% | 154.60%-142.3pp | 107.48%-95.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $6,356 | $4,352+46.0% | $3,469+83.2% | $4,663+36.3% |
| Participant deferral / active EE | $10,358 | $6,174+67.8% | $4,995+107.3% | $6,689+54.8% |
| Admin fee / account holder | $5,181 | $12,182-57.5% | $9,418-45.0% | $13,390-61.3% |