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 | $125,127 | $210,698-40.6% | $178,014-29.7% | $145,959-14.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.77% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $21,146 | $4,567+363.0% | $3,950+435.3% | $4,661+353.7% |
| Participant deferral / active EE | $8,984 | $6,958+29.1% | $6,276+43.1% | $6,689+34.3% |
| Admin fee / account holder | $6,241 | $12,016-48.1% | $10,362-39.8% | $13,398-53.4% |