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 | $73,428 | $160,040-54.1% | $147,096-50.1% | $145,877-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,357 | $5,289-36.5% | $4,936-32.0% | $4,663-28.0% |
| Participant deferral / active EE | $5,767 | $8,429-31.6% | $8,071-28.5% | $6,691-13.8% |
| Admin fee / account holder | $4,020 | $15,050-73.3% | $13,005-69.1% | $13,402-70.0% |