Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $123,651 | $159,978-22.7% | $147,041-15.9% | $145,978-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.36%-84.3pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $10,886 | $5,288+105.8% | $4,935+120.6% | $4,662+133.5% |
| Participant deferral / active EE | $28,000 | $8,429+232.2% | $8,071+246.9% | $6,690+318.6% |
| Admin fee / account holder | $491 | $15,053-96.7% | $13,006-96.2% | $13,400-96.3% |