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 | $114,028 | $114,0730% | $96,161+18.6% | $167,518-31.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.18% | 189.95%-178.8pp | 192.01%-180.8pp | 478.71%-467.5pp |
| Employer contribution / active EE | $6,643 | $3,428+93.8% | $2,798+137.4% | $4,838+37.3% |
| Participant deferral / active EE | $3,357 | $5,195-35.4% | $4,349-22.8% | $6,342-47.1% |
| Admin fee / account holder | $2,033 | $6,899-70.5% | $5,538-63.3% | $12,312-83.5% |