Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $102,943 | $110,093-6.5% | $97,295+5.8% | $145,897-29.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.44% | 244.76%-231.3pp | 75.62%-62.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $24,794 | $3,077+705.7% | $2,723+810.6% | $4,663+431.8% |
| Participant deferral / active EE | $11,726 | $4,678+150.7% | $4,264+175.0% | $6,689+75.3% |
| Admin fee / account holder | $16,434 | $6,212+164.5% | $5,646+191.1% | $13,390+22.7% |