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 | $105,514 | $169,336-37.7% | $129,384-18.4% | $145,884-27.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.96% | 14408.70%-14384.7pp | 9461.77%-9437.8pp | 551.85%-527.9pp |
| Employer contribution / active EE | $11,359 | $5,540+105.0% | $4,153+173.5% | $4,662+143.6% |
| Participant deferral / active EE | $7,729 | $4,985+55.0% | $4,166+85.5% | $6,690+15.5% |
| Admin fee / account holder | $624 | $9,912-93.7% | $7,686-91.9% | $13,392-95.3% |