Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $142,488 | $196,972-27.7% | $182,262-21.8% | $198,609-28.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.76% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $20,430 | $5,364+280.9% | $5,046+304.9% | $5,055+304.1% |
| Participant deferral / active EE | $19,936 | $8,643+130.7% | $8,276+140.9% | $6,977+185.7% |
| Admin fee / account holder | $55,447 | $18,429+200.9% | $16,712+231.8% | $19,030+191.4% |