Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,714 | $176,105-68.4% | $159,474-65.1% | $167,536-66.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 37.75% | 331.91%-294.2pp | 263.68%-225.9pp | 478.82%-441.1pp |
| Employer contribution / active EE | $3,620 | $5,299-31.7% | $4,831-25.1% | $4,839-25.2% |
| Participant deferral / active EE | $9,591 | $7,751+23.7% | $7,353+30.4% | $6,342+51.2% |
| Admin fee / account holder | $571 | $12,559-95.5% | $10,802-94.7% | $12,315-95.4% |