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 | $45,757 | $226,135-79.8% | $182,558-74.9% | $152,909-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.99% | 192.60%-167.6pp | 148.59%-123.6pp | 345.46%-320.5pp |
| Employer contribution / active EE | $11,278 | $4,979+126.5% | $4,076+176.7% | $4,764+136.7% |
| Participant deferral / active EE | $9,477 | $6,371+48.8% | $5,526+71.5% | $5,851+62.0% |
| Admin fee / account holder | $679 | $10,707-93.7% | $8,594-92.1% | $11,601-94.2% |