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 | $149,251 | $217,432-31.4% | $185,849-19.7% | $167,536-10.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.28% | 148.42%-133.1pp | 122.10%-106.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $12,121 | $5,875+106.3% | $5,169+134.5% | $4,839+150.5% |
| Participant deferral / active EE | $9,523 | $6,357+49.8% | $5,569+71.0% | $6,342+50.2% |
| Admin fee / account holder | $6,061 | $19,818-69.4% | $16,244-62.7% | $12,315-50.8% |