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 | $64,693 | $155,840-58.5% | $124,694-48.1% | $167,553-61.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.57% | 17.98%-0.4pp | 5144.82%-5127.3pp | 478.89%-461.3pp |
| Employer contribution / active EE | $4,345 | $4,165+4.3% | $3,325+30.7% | $4,840-10.2% |
| Participant deferral / active EE | $10,466 | $5,675+84.4% | $4,615+126.8% | $6,343+65.0% |
| Admin fee / account holder | $761 | $9,536-92.0% | $7,495-89.9% | $12,316-93.8% |