Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,341 | $226,105-57.8% | $182,540-47.8% | $152,897-37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.41% | 192.58%-172.2pp | 148.58%-128.2pp | 345.43%-325.0pp |
| Employer contribution / active EE | $12,095 | $4,978+143.0% | $4,076+196.8% | $4,764+153.9% |
| Participant deferral / active EE | $12,870 | $6,370+102.0% | $5,525+132.9% | $5,851+120.0% |
| Admin fee / account holder | $504 | $10,706-95.3% | $8,593-94.1% | $11,599-95.7% |