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 | $73,246 | $209,422-65.0% | $178,503-59.0% | $158,982-53.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.42% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,746 | $5,707-34.4% | $5,011-25.2% | $4,763-21.3% |
| Participant deferral / active EE | $10,854 | $5,955+82.3% | $5,202+108.6% | $5,983+81.4% |
| Admin fee / account holder | $461 | $17,079-97.3% | $13,987-96.7% | $11,252-95.9% |