Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $117,872 | $160,040-26.3% | $147,096-19.9% | $145,877-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $11,124 | $5,289+110.3% | $4,936+125.4% | $4,663+138.6% |
| Participant deferral / active EE | $7,312 | $8,429-13.3% | $8,071-9.4% | $6,691+9.3% |
| Admin fee / account holder | $26,256 | $15,050+74.5% | $13,005+101.9% | $13,402+95.9% |