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 | $134,167 | $160,028-16.2% | $147,080-8.8% | $145,884-8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $13,073 | $5,286+147.3% | $4,933+165.0% | $4,662+180.4% |
| Participant deferral / active EE | $10,211 | $8,422+21.2% | $8,066+26.6% | $6,690+52.6% |
| Admin fee / account holder | $4,393 | $15,030-70.8% | $12,989-66.2% | $13,392-67.2% |