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 | $107,064 | $90,614+18.2% | $76,089+40.7% | $145,877-26.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.78% | 623.80%-609.0pp | 360.94%-346.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $17,521 | $3,324+427.1% | $2,690+551.3% | $4,663+275.7% |
| Participant deferral / active EE | $15,333 | $5,168+196.7% | $4,259+260.0% | $6,691+129.2% |
| Admin fee / account holder | $793 | $8,376-90.5% | $6,418-87.6% | $13,402-94.1% |