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 | $117,212 | $160,070-26.8% | $147,117-20.3% | $145,897-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $24,988 | $5,285+372.8% | $4,932+406.6% | $4,663+435.9% |
| Participant deferral / active EE | $4,833 | $8,419-42.6% | $8,065-40.1% | $6,689-27.7% |
| Admin fee / account holder | $8,551 | $15,035-43.1% | $12,993-34.2% | $13,390-36.1% |