Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,485 | $226,105-61.8% | $182,540-52.6% | $152,897-43.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 32.51% | 192.58%-160.1pp | 148.58%-116.1pp | 345.43%-312.9pp |
| Employer contribution / active EE | $24,812 | $4,978+398.4% | $4,076+508.8% | $4,764+420.9% |
| Participant deferral / active EE | $14,021 | $6,370+120.1% | $5,525+153.8% | $5,851+139.6% |
| Admin fee / account holder | $595 | $10,706-94.4% | $8,593-93.1% | $11,599-94.9% |