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 | $60,731 | $125,237-51.5% | $105,608-42.5% | $145,877-58.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.38% | 225.76%-208.4pp | 116.50%-99.1pp | 551.28%-533.9pp |
| Employer contribution / active EE | $13,463 | $3,720+261.9% | $3,167+325.1% | $4,663+188.7% |
| Participant deferral / active EE | $24,585 | $5,711+330.5% | $5,010+390.8% | $6,691+267.5% |
| Admin fee / account holder | $9,758 | $17,287-43.6% | $11,028-11.5% | $13,402-27.2% |