Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,442 | $149,040-31.9% | $120,225-15.6% | $137,256-26.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.30% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,468 | $4,350-66.2% | $3,475-57.7% | $4,156-64.7% |
| Participant deferral / active EE | $10,562 | $4,655+126.9% | $3,999+164.1% | $6,407+64.9% |
| Admin fee / account holder | $26,491 | $6,348+317.3% | $5,696+365.1% | $12,270+115.9% |