Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $91,180 | $175,231-48.0% | $149,696-39.1% | $139,466-34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.52% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $10,758 | $5,478+96.4% | $4,821+123.1% | $4,754+126.3% |
| Participant deferral / active EE | $12,875 | $6,521+97.4% | $5,682+126.6% | $6,712+91.8% |
| Admin fee / account holder | $467 | $16,155-97.1% | $13,212-96.5% | $11,409-95.9% |