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 | $102,383 | $154,209-33.6% | $130,062-21.3% | $139,487-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 314.19% | 32.52%+281.7pp | -137.37%+451.6pp | 373.84%-59.6pp |
| Employer contribution / active EE | $3,493 | $5,292-34.0% | $4,322-19.2% | $4,755-26.5% |
| Participant deferral / active EE | $14,849 | $6,709+121.3% | $5,821+155.1% | $6,713+121.2% |
| Admin fee / account holder | $3,477 | $13,988-75.1% | $10,601-67.2% | $11,407-69.5% |