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 | $52,259 | $138,076-62.2% | $123,553-57.7% | $135,380-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 55.38% | 153.70%-98.3pp | 119.21%-63.8pp | 519.81%-464.4pp |
| Employer contribution / active EE | $3,837 | $5,152-25.5% | $4,628-17.1% | $4,779-19.7% |
| Participant deferral / active EE | $11,439 | $6,800+68.2% | $6,426+78.0% | $5,609+103.9% |
| Admin fee / account holder | $3,402 | $10,917-68.8% | $9,284-63.4% | $10,828-68.6% |