Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $105,542 | $176,077-40.1% | $159,455-33.8% | $167,518-37.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $13,672 | $5,298+158.1% | $4,830+183.1% | $4,838+182.6% |
| Participant deferral / active EE | $23,926 | $7,751+208.7% | $7,353+225.4% | $6,342+277.3% |
| Admin fee / account holder | $353 | $12,556-97.2% | $10,800-96.7% | $12,312-97.1% |