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 | $117,469 | $138,070-14.9% | $123,549-4.9% | $135,377-13.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 64.53% | 153.69%-89.2pp | 119.20%-54.7pp | 519.75%-455.2pp |
| Employer contribution / active EE | $8,005 | $5,152+55.4% | $4,628+73.0% | $4,779+67.5% |
| Participant deferral / active EE | $18,746 | $6,799+175.7% | $6,426+191.7% | $5,609+234.2% |
| Admin fee / account holder | $347 | $10,916-96.8% | $9,284-96.3% | $10,828-96.8% |