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 | $118,565 | $106,008+11.8% | $92,240+28.5% | $147,586-19.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.00% | 50.05%-35.0pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $7,065 | $4,333+63.0% | $3,680+92.0% | $4,876+44.9% |
| Participant deferral / active EE | $6,558 | $4,478+46.4% | $3,897+68.3% | $5,439+20.6% |
| Admin fee / account holder | $1,460 | $6,333-76.9% | $5,194-71.9% | $10,886-86.6% |