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 | $87,578 | $160,028-45.3% | $147,080-40.5% | $145,884-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $15,625 | $5,286+195.6% | $4,933+216.7% | $4,662+235.1% |
| Participant deferral / active EE | $13,577 | $8,422+61.2% | $8,066+68.3% | $6,690+103.0% |
| Admin fee / account holder | $787 | $15,030-94.8% | $12,989-93.9% | $13,392-94.1% |