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 | $106,783 | $160,028-33.3% | $147,080-27.4% | $145,884-26.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.58% | 98.60%-56.0pp | 420.17%-377.6pp | 551.85%-509.3pp |
| Employer contribution / active EE | $21,618 | $5,286+309.0% | $4,933+338.2% | $4,662+363.7% |
| Participant deferral / active EE | $11,952 | $8,422+41.9% | $8,066+48.2% | $6,690+78.7% |
| Admin fee / account holder | $357 | $15,030-97.6% | $12,989-97.3% | $13,392-97.3% |