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 | $36,906 | $175,231-78.9% | $149,696-75.3% | $139,466-73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.42% | 166.77%-138.3pp | 134.46%-106.0pp | 373.66%-345.2pp |
| Employer contribution / active EE | $6,779 | $5,478+23.7% | $4,821+40.6% | $4,754+42.6% |
| Participant deferral / active EE | $4,442 | $6,521-31.9% | $5,682-21.8% | $6,712-33.8% |
| Admin fee / account holder | $331 | $16,155-98.0% | $13,212-97.5% | $11,409-97.1% |