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 | $50,264 | $160,070-68.6% | $147,117-65.8% | $145,897-65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $7,128 | $5,285+34.9% | $4,932+44.5% | $4,663+52.9% |
| Participant deferral / active EE | $3,891 | $8,419-53.8% | $8,065-51.7% | $6,689-41.8% |
| Admin fee / account holder | $684 | $15,035-95.5% | $12,993-94.7% | $13,390-94.9% |