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 | $98,441 | $175,231-43.8% | $149,696-34.2% | $139,466-29.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.23% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $10,303 | $5,478+88.1% | $4,821+113.7% | $4,754+116.7% |
| Participant deferral / active EE | $5,191 | $6,521-20.4% | $5,682-8.6% | $6,712-22.7% |
| Admin fee / account holder | $434 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |