Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $137,035 | $102,595+33.6% | $94,057+45.7% | $154,746-11.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.74% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,500 | $3,147+43.0% | $2,933+53.4% | $4,379+2.8% |
| Participant deferral / active EE | $12,000 | $5,118+134.5% | $4,709+154.8% | $6,730+78.3% |
| Admin fee / account holder | $531 | $7,736-93.1% | $7,244-92.7% | $14,365-96.3% |