Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,966 | $176,120-62.5% | $159,487-58.6% | $167,553-60.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.18% | 331.95%-315.8pp | 263.71%-247.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $13,417 | $5,299+153.2% | $4,831+177.7% | $4,840+177.2% |
| Participant deferral / active EE | $10,689 | $7,752+37.9% | $7,354+45.4% | $6,343+68.5% |
| Admin fee / account holder | $13,482 | $12,561+7.3% | $10,804+24.8% | $12,316+9.5% |