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 | $73,392 | $160,070-54.1% | $147,117-50.1% | $145,897-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.60% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,611 | $5,285-50.6% | $4,932-47.1% | $4,663-44.0% |
| Participant deferral / active EE | $3,375 | $8,419-59.9% | $8,065-58.2% | $6,689-49.5% |
| Admin fee / account holder | $9,313 | $15,035-38.1% | $12,993-28.3% | $13,390-30.5% |