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 | $99,473 | $107,353-7.3% | $92,903+7.1% | $152,885-34.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 47.18% | 145.62%-98.4pp | 109.43%-62.3pp | 345.39%-298.2pp |
| Employer contribution / active EE | $6,352 | $4,222+50.5% | $3,653+73.9% | $4,763+33.4% |
| Participant deferral / active EE | $12,733 | $4,848+162.7% | $4,238+200.5% | $5,851+117.6% |
| Admin fee / account holder | $649 | $7,081-90.8% | $5,795-88.8% | $11,598-94.4% |