Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,988 | $160,070-46.9% | $147,117-42.2% | $145,897-41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.17% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $13,911 | $5,285+163.2% | $4,932+182.0% | $4,663+198.3% |
| Participant deferral / active EE | $6,376 | $8,419-24.3% | $8,065-20.9% | $6,689-4.7% |
| Admin fee / account holder | $541 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |