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 | $126,058 | $180,749-30.3% | $160,784-21.6% | $137,256-8.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.61% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $36,182 | $4,155+770.8% | $3,733+869.3% | $4,156+770.6% |
| Participant deferral / active EE | $25,700 | $6,844+275.5% | $6,293+308.4% | $6,407+301.1% |
| Admin fee / account holder | $2,124 | $10,397-79.6% | $9,717-78.1% | $12,270-82.7% |